Evan Kralstein

CPFA, WMS
Branch Manager / Registered Principal
Financial Advisor

Evan Kralstein understands that serving clients’ financial and investment needs begins with building strong lasting partnerships. As a Wealth Management Specialist at Raymond James, located in Melville, New York; he puts his clients-and their needs – first.

Blending integrity, hard work and a willingness to listen to each client; Evan is dedicated to assisting clients in meeting their financial needs. His underlying mission is to develop, implement and manage appropriate plans for his clients based on their goals and risk tolerance. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique to them.

Before joining Raymond James in 1998 Evan worked as a financial advisor at Chemical Investment Services and then Chase Investment Services. Prior to this he worked at Citicorp Investment Services as a registered representative and Salomon Brothers as a dividend securities specialist.

Evan graduated from Ithaca College in 1985 with a Bachelor of Science degree in Economics. A firm believer in continuing education, he enhances his experience with continuing education annually.

Evan is a financial advisor, registered principal and branch manager with Raymond James. He brings more than 34 years of experience to the firm and he holds the following designations and licenses:

  • Certified Plan Fiduciary Advisor (CPFA)
  • Wealth Management Specialist (WMS)
  • Municipal Fund Securities Limited Principal (Series 51)
  • Uniform Investment Advisor (Series 65)
  • General Securities Principal (Series 24)
  • General Securities Representative (Series 7)
  • Uniform Securities Agent (Series 63)
  • Life Insurance licensed in the states of: New York, New Jersey, Connecticut, Maryland, Pennsylvania, Virginia and Florida.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.