Charles Evans has been Managing Director and Member of Marietta Investment Partners since March 2012, is a control person of the firm and directly owns between 10% and 25% of it.
Marietta Investment Partners, LLC is a Milwaukee, WI firm with $684M under management, 147 clients and 3 advisers in one office, as of its September 2026 filing.
- – present · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 108479
Investment adviser representative registrations
Charles Evans is registered as an investment adviser representative in Wisconsin, since May 2025.
- WisconsinSince 29 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Patrick Evans
- CRD
- 6172611
- Firm
- Marietta Investment Partners · CRD 108479
- Role
- Managing Director and Member
- Office
- 833 EAST MICHIGAN STREET, SUITE 980, Milwaukee, WI 53202
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Evans work?
Charles Evans has been Managing Director and Member of Marietta Investment Partners, LLC since March 2012, and is a control person of the firm.
Is Charles Evans a financial advisor?
Yes. Charles Evans has a current investment-adviser registration in Wisconsin, through Marietta Investment Partners since May 2025.
How many years of experience does Charles Evans have?
Charles Evans has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Charles Evans passed?
Charles Evans passed the Series 65 in May 2025.
Where is Charles Evans based?
Charles Evans’ registered office is in Milwaukee, WI.
Is Charles Evans registered with FINRA?
No. Charles Evans has no current broker registration.
How can I verify Charles Evans’ record?
Search CRD 6172611 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Evans’ full registration record.
