Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
Evan Michael Luongo
Financial advisor at Noda Wealth Management
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through Noda Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Apr 2025 – nowNoda Wealth Management LLCCurrent firm
- 2018 – 2025Dimensional Fund Advisors LPPreviously
Questions to ask Evan
Tailored to Evan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Evan
How do I contact Evan?
Call Noda Wealth Management at 980-206-0953 and ask for Evan Michael Luongo. Evan works from the Charlotte, NC office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Evan hold?
Series 66. 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?
Noda Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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