Brandon Evancevich
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to now
- UnemployedFeb 2025 to Mar 2025
- Edward JonesJul 2021 to Feb 2025
- UnemployedNov 2020 to Jul 2021
- Hideaway Bar and LoungeOct 2020 to Nov 2020
- UnemployedMay 2019 to Oct 2020
- Wells FargoApr 2019 to May 2019
- Summit Management LLC.May 2018 to Aug 2018
- Greenstone Landscaping and Storage Inc.Jul 2017 to Aug 2017
- Timber Wolf LodgeMay 2017 to Jul 2017
- College StudentAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7402848
- Firm CRD
- 104555