Kenneth Evans has been Chief Operating Officer of Moss Adams Wealth Advisors since January 2012, is a control person of the firm and directly owns under 5% of it.
Moss Adams Wealth Advisors LLC is a Bellevue, WA firm with $5.77B under management, 1,246 clients and 30 advisers across 3 offices, as of its May 2026 filing.
No adviser firm registrations are on Kenneth Evans’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 November 2011 |
| Series 66 | Uniform Combined State Law Examination | 22 December 2010 |
| Series 7 | General Securities Representative Examination | 10 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kenneth Daniel Evans
- CRD
- 5615873
- Firm
- Moss Adams Wealth Advisors · CRD 108917
- Role
- Chief Operating Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Kenneth Evans work?
Kenneth Evans has been Chief Operating Officer of Moss Adams Wealth Advisors LLC since January 2012, and is a control person of the firm.
Does Kenneth Evans have a current investment-adviser registration?
Kenneth Evans has no current investment-adviser or broker registration.
What exams has Kenneth Evans passed?
Kenneth Evans has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in November 2010. FINRA credited Kenneth Evans with the SIE, which began in October 2018.
Is Kenneth Evans registered with FINRA?
No. Kenneth Evans has no current broker registration.
How can I verify Kenneth Evans’ record?
Search CRD 5615873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Evans’ full registration record.