Morgan Stanley
43yrs
Top advisor by experience in Flemington
29yrs
Evan Kendis has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Flemington, New Jersey. After four years at Banc of America Investment Services, Evan joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 88 advisors with offices in Flemington, and one of 78 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience at Merrill
Office200 State Route 31, Flemington, NJ 08822
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask Evan
Tailored to Evan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Evan
How do I contact Evan?
Call Evan’s local office at (908) 237-2986 or the Merrill main office at (800) 637-7455, and ask for Evan Kendis.
How long has Evan been a financial advisor?
Evan has been in the industry since 1997, about 29 years. Top 17% by experience at Merrill.
What licenses does Evan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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