Evan Finkel
Integra Global Advisors · Stamford, Connecticut
Evan Finkel is a fee-only financial advisor at Integra Global Advisors in Stamford, Connecticut. Evan focuses on family wealth transfer. Integra Global Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Integra Global Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $684.1M across 56 accounts |
| SEC registration | Investment adviser representative in CT · CRD 6805781 |
| Exams passed | Series 63 (2023) · Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.integraga.com |
How Evan's firm compares
- Integra Global Advisors's average account is about $12.2 million, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Evan
Is Evan Finkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Integra Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan's firm, Integra Global Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Evan Finkel based?
Evan Finkel is based in Stamford, Connecticut.
What does Evan specialize in?
Evan's specialties include family wealth transfer. Evan works with ultra high net worth and multi-generational families.
Is Evan Finkel registered with the SEC?
Yes. Evan Finkel is registered as an investment adviser representative in CT (CRD 6805781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integra Global Advisors manage?
Integra Global Advisors reports $684.1M across 56 accounts in assets under management.
How do I contact Evan Finkel?
Through Evan's website, www.integraga.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integra Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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