Evan Savoth
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Evan Savoth is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Philadelphia, PA, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 75
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
8 states and territories
Delaware, Florida, Maryland, New Jersey, New Mexico, New York, Pennsylvania, South Carolina
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.
- The Vanguard Group, IncApr 2021 – Oct 2024Malvern, PA
- Bealstone Inc.Aug 2020 – Mar 2021King of Prussia, PA
- Washington CollegeJan 2017 – May 2020Chestertown, MD
- Washington CollegeMar 2019 – May 2020Chestertown, MD
- The Springhaven ClubMay 2018 – Sep 2018Wallingford, PA
- Coerver CoachingJun 2017 – Aug 2017Cumberland, MD
- The Springhaven ClubJun 2014 – Sep 2017Wallingford, PA
- Washington CollegeAug 2016 – May 2020Chestertown, MD
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 – no end date reportedPhiladelphia, PA
- Bank of America, N.A.Nov 2024 – no end date reportedPhiladelphia, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- 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
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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 Savoth 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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