Dane Evans
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Dane Evans? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsOct 2025 to now
- SolutionreachJun 2024 to Oct 2025
- Massmutual Life Insurance Co.Jan 2024 to Dec 2024
- MML Investors Services, LLCJan 2024 to Dec 2024
- Pfs Investments Inc.Jul 2023 to Jan 2024
- Primerica Financial ServicesNov 2021 to Jan 2024
- SolutionreachNov 2021 to Jan 2024
- Mortgage Educators and ComplianceMar 2020 to Nov 2021
- The Church of Jesus Christ of Latter Day SaintsFeb 2018 to Feb 2020
- Snow CollegeJun 2017 to Feb 2018
- Corner Canyon High SchoolAug 2013 to Jun 2017
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 (TX, UT).
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
- 7767145
- Firm CRD
- 104555