Evan D Hine
Investment Adviser Representative at Dakota Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Evan D. Hine is an investment adviser representative with Dakota Wealth, LLC in Lewes, DE, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 5 firms, including Lokken Investment Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Delaware.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Delaware
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.
- Mount St. Mary's UniversityAug 2017 – May 2021Emmitsburg, MD
- Sterling Financial ManagementAug 2020 – Nov 2020Hagerstown, MD
- Blue Ridge Risk PartnersJun 2020 – Aug 2020Hagerstown, MD
- Waynesboro Area Senior High SchoolAug 2013 – Aug 2017Waynesboro, PA
- United Planners Financial ServicesJul 2021 – Dec 2021Scottsdale, AZ
- Loftus Wealth StrategiesJul 2021 – Jul 2022Bethany Beach, DE
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 – Oct 2023Rehoboth Beach, DE
- Indian River Seafood CompanyMar 2022 – May 2022Bethany Beach, DE
- Lokken Investment Group, LLCOct 2023 – no end date reportedLewes, DE
- Dakota Wealth, LLCNov 2025 – no end date reportedLewes, DE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dakota Wealth, 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
- Fixed fee
- Estimated blended rate
- 0.02
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 17
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-114097
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 11, 2026
View full firm profileOther advisors at Dakota Wealth, LLC
Showing 12 of 61 in the directory
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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. Evan D Hine 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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