James Anderson laird Evans
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2025 to May 2026
- Northwestern Mutual Investment Services LLCSep 2025 to May 2026
- Northwestern Mutual Life Insurance CompanyJun 2025 to May 2026
- Golden Age Capital LLCOct 2024 to Jun 2025
- UnemployedJul 2024 to Oct 2024
- RallyOct 2021 to Jul 2024
- Late Night CartoonsMay 2019 to Oct 2021
- RadformationAug 2018 to Jan 2019
- Borough of Manhattan Community CollegeFeb 2018 to Sep 2019
- NickelodeonAug 2017 to Jan 2018
- Pma Consultants LLCNov 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7987819
- Firm CRD
- 104555