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The Evan Guido Group- Private Wealth Management
One Sarasota Tower - 12th Floor
Sarasota, FL 34236
(941) 906-2829
“Great Outcomes. Done well.”
Advisor Profile
Evan R. Guido
Name:  Evan R. Guido
Phone Number:  (941) 906-2829
Website:  Visit Website
Disclosure Link:
evanguidogroup.com

About The Evan Guido Group- Private Wealth Management

We focus on retirement planning and Rising Dividend Portfolios.

Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining deep expertise, long-term perspective and a belief that integrity is irreplaceable, we focus on achieving Great outcomes. Done well. for our individual, corporate, institutional and municipal clients.
From 2004 - 2015, Baird has been recognized as one of the FORTUNE 100 Best Companies to Work For.
Baird has $135 billion in client assets as of March 31, 2015.
Baird Financial Advisors have been recognized in Barronís and other publications among the nationís top financial advisors.
 

General Information

Gender:    Male
CRD#:    4418691
Firm CRD#:    39-1236032
Insurance License#:    E138392
Name of Broker/Dealer:    Robert W. Baird & Co.
States Licensed in:    AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT
States Willing to do Business in:    Bradenton,Ellenton,Palmetto,Sarasota, We care for clients all over the country
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    9
Work Experience:    Scottrade Financial 2001-2004 Stock Broker
Raymond James Financial 2004-2007 Private Wealth
Robert W. Baird 2007 Private Wealth Management
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
University of Alaska, Anchorage
 

Services

Investment Types:    Annuities, Insurance, Unit Investment Trusts (UITs), Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Alternative Investments, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Wealth Management Specialist -WMS
Securities Licenses:    Series 65, Series 7, Series 63
Insurance and Annuity Licenses:    Long Term Care, Health, Variable Life, Variable Annuity, Annuity
Financial Organization Memberships:    Paladin Registry
Non-Financial Organization Memberships:    Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association
 

Firm Information

Firm's Number of Planning Clients:    All
Firm's Number of Managed Clients:    Most
Assets Managed by Firm:    135 Billion
Advisor's Number of Clients:    150
Advisor's Number of Managed Clients:    50
Advisor's Number of Planning Clients:    100
Assets Managed by Advisor:    $110,000,000+
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    1%
Additional Details on Charges:    We can develop the plan go over all the details and implement the plan using commissions or use products that don't have upfront charges and the payments will come to me over time. People forget that part of investment advise is the design and implementation, but more importantly the ongoing discipline and communication with the advisor. Typically this can be done for the same cost people pay for a flat fee.
 
 
 
Prepared By: Evan R. Guido

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