Evan Ferry
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- StudentApr 2024 to May 2024
- Charles Schwab|Jun 2023 to Aug 2023
- University of Arkansas New Student Family ProgramsMar 2023 to Apr 2024
- StudentJul 2022 to Mar 2023
- Marcus TheatersJun 2018 to Jul 2022
- Amp-up Action ParkJan 2018 to Jun 2018
- Unemployed/too Young To WorkApr 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7742613
- Firm CRD
- 104555