Benjamin M. Evans
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- Oak Bluffs MarinaMay 2025 to Sep 2025
- UnemployedJan 2025 to May 2025
- Seaketch Restaurant (karvin Inc.)May 2023 to Aug 2024
- Santoro's PizzeriaFeb 2023 to Jan 2025
- UnemployedMay 2022 to Aug 2024
- University of Tampa Financial Aid OfficeOct 2021 to May 2022
- Wentworth By the Sea Country ClubMay 2021 to Aug 2022
- UnemployedOct 2020 to May 2021
- Brookside Market & DeliMar 2020 to Oct 2020
- Thirsty Moose TaphouseAug 2019 to Mar 2020
- Ymca Camp GundalowJun 2019 to Aug 2019
- UnemployedApr 2019 to Jun 2019
- Mama Lena's PizzeriaMar 2018 to Apr 2019
- The Community OvenNov 2017 to Mar 2018
- UnemployedOct 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 8215788
- Firm CRD
- 104555