Evan Robert Gaspar
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.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Fidelity InvestmentsJun 2022 to Aug 2022
- Torrey Holistics IncAug 2021 to Dec 2021
- Ridgewells CateringJun 2021 to Jun 2021
- Shack Bar & GrillAug 2020 to Apr 2021
- Dick's Sporting GoodsNov 2019 to Mar 2020
- California State University San MarcosSep 2019 to Jun 2023
- Military (united States Marine Corps)Sep 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7766077
- Firm CRD
- 104555