Joseph Nicola Evangelista
Investment Adviser Representative at Wingate Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Nicola Evangelista is an investment adviser representative with Wingate Wealth Advisors, Inc. in Lexington, MA, where they have been registered since 2003. They have worked in the securities industry since 2001 and were previously registered with American Express Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
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.
- Suffolk University LAW SchoolAug 1996 – no end date reportedBoston, MA
- IDS LIFE Insurance CompanyApr 1999 – no end date reportedBoston, MA
- American Express Financial Advisors Inc.Apr 1999 – no end date reportedBoston, MA
- Wingate Financial Group, IncMay 2003 – no end date reportedLexington, MA
- Wingate Capital CorpMay 2003 – no end date reportedLexington, MA
- Wingate Financial CorpMay 2003 – no end date reportedLexington, MA
- Wingate Planning CorpMay 2003 – no end date reportedLexington, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wingate Wealth Advisors, Inc.
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
- Firm account minimum
- $2,000,000 (waivable)
- Estimated blended rate
- 0.0125
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lexington, MA
- SEC file number:
- 801-28664
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Wingate Wealth Advisors, Inc.
Showing 12 of 15 in the directory
Similar advisors in Lexington, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Nicola Evangelista 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched