Evan Michael Moskowitz
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Fidelity Brokerage Services LLCJun 2026 to now
- Strategic Advisers, LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to Mar 2025
- Fidelity Brokerage Services LLCDec 2018 to May 2026
- UnemployedSep 2018 to Nov 2018
- UBS Financial Services Inc.Mar 2018 to Aug 2018
- UnemployedDec 2017 to Feb 2018
- Fidelity Brokerage Services, LLCJun 2017 to Nov 2017
- University of Central FloridaJan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6820754
- Firm CRD
- 104555