Stephanie Evans
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
3 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
8 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedJul 2024 to Aug 2024
- Bangor Savings BankMay 2023 to Jul 2024
- Savannah KitchenMar 2023 to Jul 2023
- Necu / Lighthouse Credit UnionJun 2022 to Sep 2022
- Cpm ConstructorsJun 2022 to Aug 2022
- Orbit GroupJan 2022 to Jun 2022
- Unh Center for Venture ResearchSep 2021 to May 2023
- University of New HampshireAug 2021 to May 2024
- Ymca Camp ConistonJul 2021 to Aug 2021
- Rite AidMar 2021 to Jul 2021
- University of Rhode IslandAug 2020 to May 2021
- Curt's CateringJun 2019 to Jan 2023
- HannafordJun 2019 to Feb 2021
- Market BasketMar 2017 to Jun 2019
- Oyster River High SchoolJun 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, NH, 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
- 7974962
- Firm CRD
- 104555