Evan Avgerinos has been an investment adviser representative at Ellis Investment Partners since March 2012, and is not listed among the firm’s executive officers or direct owners. Evan Avgerinos studied at Pennsylvania State University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Evan Avgerinos is Senior Financial Consultant of Ellis Investment Partners, LLC, where he provides investment management and financial planning services to business owners and corporate executives. He is founder and President of the Valley Forge Consulting Group, a financial planning and insurance brokerage firm specializing in employee benefits and retirement plans. Before joining Ellis as an original team member, he was associated with Capital Management Services, Inc. and Lincoln Financial Advisors.
Evan Avgerinos’ longest registration is the current one, 14 years at Ellis Investment Partners since 2012. Before joining Ellis Investment Partners in 2012, Evan Avgerinos was registered through Capital Management Services Inc.
- – present · 14 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 10 yearsValley Forge, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- Chartered Benefits Consultant (CBC)
- Certified Fund Specialist (CFS®)
Investment adviser representative registrations
Evan Avgerinos is registered as an investment adviser representative in Pennsylvania, since March 2012.
- PennsylvaniaSince 27 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 December 2001 |
| Series 7 | General Securities Representative Examination | 30 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 June 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2496249
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Evan Avgerinos work?
Evan Avgerinos is an investment adviser representative registered through Ellis Investment Partners, LLC since March 2012, and is not listed among the firm’s executive officers or direct owners.
Is Evan Avgerinos a financial advisor?
Yes. Evan Avgerinos has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since March 2012.
How many years of experience does Evan Avgerinos have?
Evan Avgerinos has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Evan Avgerinos passed?
Evan Avgerinos has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 1994.
Where is Evan Avgerinos based?
Evan Avgerinos’ registered office is in Berwyn, PA.
Is Evan Avgerinos registered with FINRA?
No. Evan Avgerinos has no current broker registration.
How can I verify Evan Avgerinos’ record?
Search CRD 2496249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Avgerinos’ full registration record.
