Patrick Evans has been Senior Wealth Manager of Grant Street Asset Management since December 2021, is not listed as a control person, but directly owns between 25% and 50% of the firm. Patrick Evans holds a Degree in Finance from Virginia Tech University.
Grant Street Asset Management Inc is a Canonsburg, PA firm with $769M under management, 445 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Patrick T. Evans is a Senior Wealth Advisor at Grant Street Asset Management, Inc., and a member of its Investment Committee, where he works in investment planning, portfolio management and performance evaluation. He earlier worked at Merrill Lynch Wealth Management in Charlotte, North Carolina.
Patrick Evans’ longest registration is the current one, 12 years at Grant Street Asset Management since 2013. Before joining Grant Street Asset Management in 2013, Patrick Evans was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones.
- – present · 12 yearsCharlotte, NC · Adviser representative · Firm CRD 106980
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 7691
- Edward Jones– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Patrick Evans is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2013; the most recent is Texas, in October 2026.
- North CarolinaSince 15 November 2024
- PennsylvaniaSince 28 October 2013
- TexasResidentSince 7 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 August 2010 |
| Series 7 | General Securities Representative Examination | 22 July 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick T Evans
- CRD
- 5808055
- Firm
- Grant Street Asset Management · CRD 106980
- Role
- Senior Wealth Manager
- Office
- 128 S. TYRON ST, SUITE 1581, Charlotte, NC 28202-5004
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gsaminc.com
Where does Patrick Evans work?
Patrick Evans has been Senior Wealth Manager of Grant Street Asset Management Inc since December 2021.
Is Patrick Evans a financial advisor?
Yes. Patrick Evans has a current investment-adviser registration in North Carolina, Pennsylvania and Texas, through Grant Street Asset Management since October 2013.
How many years of experience does Patrick Evans have?
Patrick Evans has 16 years in the financial industry, since September 2010, across 3 adviser firms.
What exams has Patrick Evans passed?
Patrick Evans has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2010.
Where did Patrick Evans work before Grant Street Asset Management?
Before Grant Street Asset Management, Patrick Evans was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2011 to October 2013; Edward Jones, August 2010 to September 2011.
Where is Patrick Evans based?
Patrick Evans’ registered office is in Charlotte, NC.
Is Patrick Evans registered with FINRA?
No. Patrick Evans has no current broker registration.
How can I verify Patrick Evans’ record?
Search CRD 5808055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Evans’ full registration record.
