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Patrick T Evans

Investment Adviser Representative at Grant Street Asset Management Inc

Charlotte, NCCRD #5808055Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
2

Professional summary

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

Patrick T. Evans is an investment adviser representative with Grant Street Asset Management Inc in Charlotte, NC, where they have been registered since 2013. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. They have passed 2 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 North Carolina and Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Pennsylvania

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/6/2010
Series 7
General Securities Representative Examination
Passed 7/22/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Grant Street Asset Management IncCurrent
10/28/2013 – Charlotte, NC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/22/2011 – 10/14/2013Charlotte, NC
Edward Jones
8/10/2010 – 9/29/2011Charlotte, NC

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. Grant Street Asset Management, Inc.
    Oct 2013 – no end date reportedPittsburgh, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Grant Street Asset Management 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

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 Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
Canonsburg, PA
SEC file number:
801-43095

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

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Grant Street Asset Management Inc

5 other advisors in the directory

View Grant Street Asset Management Inc firm profile

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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. Patrick T Evans 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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