Evan Smith
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Evan Smith? 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
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity Brokerage Services LLCMay 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Cetera Investment Advisers LLCJan 2025 to Apr 2026
- Cetera Wealth Services, LLCOct 2024 to Apr 2026
- Twg DevelopmentMay 2023 to Oct 2023
- Goldstar Management LLCMay 2021 to Aug 2021
- Indiana UniversityAug 2019 to Aug 2024
- Prime 47Jul 2019 to Mar 2022
- ST. Joseph AgencyFeb 2019 to May 2019
- Guerin Catholic High SchoolApr 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7988112
- Firm CRD
- 104555