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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Evan Michael Binder

Advisor at WILLIAMS JONES WEALTH MANAGEMENT, LLC

NEW YORK, NY

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Search this name across graphsid dfx:ria:7232d7d2-37f0-cfb3-84d2-88b94470b406

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 2, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAMS JONES WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 31, 2017
First registration: Dec 2, 2019
Dual registered: no
Other names: Evan Michael Binder|EVAN BINDER
IAPD individual key: 6853788

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAMS JONES WEALTH MANAGEMENT, LLC	Independent wealth	Jun 17, 2025	n/a	yes	NEW YORK, NY	Current employment
LONGWAVE FINANCIAL LLC	State registered	Dec 15, 2022	Dec 10, 2024	no	NEW YORK, NY	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Sep 8, 2021	Dec 10, 2024	no	NEW YORK, NY\|RHINEBECK, NY	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 2, 2019	Sep 13, 2021	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LONGWAVE FINANCIAL LLC	WILLIAMS JONES WEALTH MANAGEMENT, LLC	Dec 10, 2024	Jun 17, 2025	189	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	LONGWAVE FINANCIAL LLC	Dec 10, 2024	Dec 15, 2022	-726	Firm change after gap	Ibd to state RIA
VANGUARD ADVISERS, INC.	COMMONWEALTH FINANCIAL NETWORK	Sep 13, 2021	Sep 8, 2021	-5	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ WILLIAMS JONES WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 17, 2025 to presentfactForm ADV
→ LONGWAVE FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 15, 2022 to Dec 10, 2024factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Sep 8, 2021 to Dec 10, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Dec 2, 2019 to Sep 13, 2021factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
Evan Michael Binder left Longwave Financial Llc for Williams Jones Wealth Management, Llc (registered 2025-06-17)
Form ADVobserved 6 days ago
Occurred
Dec 10, 2024
Advisor changed firm
Evan Michael Binder left Commonwealth Financial Network for Longwave Financial Llc (registered 2022-12-15)
Form ADVobserved 6 days ago