Mary Evans has been an investment adviser representative at Pinney & Scofield since November 2019, and is not listed among the firm’s executive officers or direct owners.
Pinney & Scofield, Inc. is a Cambridge, MA firm with $859M under management, 295 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Mary Evans’ longest registration is the current one, 6 years at Pinney & Scofield since 2019. Before joining Pinney & Scofield in 2019, Mary Evans was registered through TFC Financial Management Inc and Modera Wealth Management, LLC.
- TFC Financial Management Inc– · 4 yearsBoston, MA · Adviser representative · Firm CRD 105062
- Modera Wealth Management, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 155649
- Back Bay Financial Group, Inc.– · under a yearBoston, MA · Adviser representative · Firm CRD 108070
Investment adviser representative registrations
Mary Evans is registered as an investment adviser representative in 2 states. Each was approved in November 2019.
- MassachusettsSince 21 November 2019
- TexasSince 13 November 2019
Examinations
No examinations are on Mary Evans’s record.
- Full name
- Mary M Evans
- CRD
- 5779647
- Firm
- Pinney & Scofield · CRD 105365
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Evans work?
Mary Evans is an investment adviser representative registered through Pinney & Scofield, Inc. since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mary Evans a financial advisor?
Yes. Mary Evans has a current investment-adviser registration in Massachusetts and Texas, through Pinney & Scofield since November 2019.
How many years of experience does Mary Evans have?
Mary Evans has 12 years in the financial industry, since July 2014, across 4 adviser firms.
Where did Mary Evans work before Pinney & Scofield?
Before Pinney & Scofield, Mary Evans was registered through TFC Financial Management Inc, March 2014 to June 2018; Modera Wealth Management, LLC, January 2011 to April 2011; Back Bay Financial Group, Inc., April 2010 to December 2010.
Is Mary Evans registered with FINRA?
No. Mary Evans has no current broker registration.
How can I verify Mary Evans’ record?
Search CRD 5779647 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Evans’ full registration record.