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Evan Alexander Finkel

Investment Adviser Representative at Integra Global Advisors LLC

Stamford, CTCRD #6805781Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Evan Alexander Finkel is an investment adviser representative with Integra Global Advisors LLC in Stamford, CT, where they have been registered since 2021, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/20/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 1/8/2021
SIE
Securities Industry Essentials Examination
Passed 10/10/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integra Global Advisors LLCCurrent
1/11/2021 – Stamford, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Anheuser Busch
    Feb 2016 – Jan 2017New York, NY
  2. Westchester Community College
    Jan 2017 – Dec 2017Stamford, CT
  3. Integra Global Advisors LLC
    Jan 2017 – no end date reportedStamford, CT
  4. Amazon
    Jun 2019 – Aug 2019Boston, MA
  5. City University of New York
    Aug 2017 – Dec 2018New York, NY
  6. Georgia Institute of Technology
    Jan 2019 – Aug 2021Atlanta, GA
  7. Carnegie Mellon University
    Aug 2023 – Dec 2023Pittsburgh, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integra Global 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
  • Performance-based fees

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 PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Stamford, CT
SEC file number:
801-110720

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Integra Global Advisors LLC

4 other advisors in the directory

View Integra Global Advisors LLC firm profile

Similar advisors in Stamford, CT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evan Alexander Finkel 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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