Evan Green has been an investment adviser representative at Aegis Wealth Group since January 2026, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Investment adviser representative registrations
Evan Green is registered as an investment adviser representative in 3 states. The first approvals date from January 2026; the most recent is Utah, in February 2026.
- CaliforniaSince 30 January 2026
- IdahoSince 30 January 2026
- UtahSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 July 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Evan S Green
- CRD
- 6632515
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 6900 SOUTH 900 EAST, SUITE 200, Midvale, UT 84047
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Evan Green work?
Evan Green is an investment adviser representative registered through Aegis Wealth Group, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Evan Green a financial advisor?
Yes. Evan Green has a current investment-adviser registration in California, Idaho and Utah, through Aegis Wealth Group since January 2026.
How many years of experience does Evan Green have?
Evan Green has 9 years in the financial industry, since March 2017, across 1 adviser firm.
What exams has Evan Green passed?
Evan Green has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2016. FINRA credited Evan Green with the SIE, which began in October 2018.
Where is Evan Green based?
Evan Green’s registered office is in Midvale, UT.
Is Evan Green registered with FINRA?
No. Evan Green has no current broker registration.
How can I verify Evan Green’s record?
Search CRD 6632515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Green’s full registration record.