Evan Monroe Holcomb
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Evan Monroe Holcomb? 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Boise State RecAug 2023 to Jun 2024
- Boise State UniversityAug 2022 to May 2024
- Wealth Management StrategiesJun 2022 to Aug 2022
- Sierra Community CollegeJun 2020 to Aug 2022
- LifetimeNov 2019 to Aug 2023
- Western Los Angele Cnty CouncilJun 2019 to Jul 2019
- Whitney High SchoolJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7950402
- Firm CRD
- 104555