Evan Hannan
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Home DepotJul 2022 to Aug 2022
- UnemployedApr 2022 to Jul 2022
- Mr.cooperMar 2021 to Apr 2022
- Nexpoint Securities IncNov 2019 to Dec 2020
- UnemployedMay 2019 to Nov 2019
- Suny FredoniaAug 2018 to May 2019
- Elmcrest Children's CenterJan 2017 to Feb 2017
- US Energy SolutionsMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7200788
- Firm CRD
- 104555