Charles Costa Evangelakos
Investment Adviser Representative at Pallas Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Costa Evangelakos is an investment adviser representative with Pallas Capital Advisors, LLC in Braintree, MA, where they have been registered since 2020. They have worked in the securities industry since 1994 and have been registered with 3 firms, including GOSS Advisors and Lincoln Financial Advisors Corporation. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial Advisors CorporationJul 1999 – Jul 2019Boston, MA
- Triad Advisors, LLCJul 2019 – Jun 2023Norcross, GA
- GWM Advisors, LLCJul 2019 – Nov 2020Baton Rouge, LA
- Pallas Capital Advisors, LLCNov 2020 – no end date reportedBraintree, MA
- Purshe Kaplan Sterling InvestmentsAug 2023 – Sep 2024Albany, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pallas Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, family office services, retirement planning, trust and estate strategies, tax strategies, and financial modeling.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Braintree, MA
- Founded:
- 2019
- SEC file number:
- 801-119646
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Pallas Capital Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Costa Evangelakos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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