Stephanie Evans
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephanie Evans is an investment adviser representative with Strategic Advisers LLC in Merrimack, NH, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, New Hampshire, and Texas.
Office
Advisors at this office: 803
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, New Hampshire, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CPM ConstructorsJun 2022 – Aug 2022Freeport, ME
- Oyster River HIGH SchoolJun 2016 – Jun 2020Durham, NH
- Orbit GroupJan 2022 – Jun 2022Manchester, NH
- Curt's CateringJun 2019 – Jan 2023Gilford, NH
- NECU / Lighthouse Credit UnionJun 2022 – Sep 2022Lee, NH
- Bangor Savings BANKMay 2023 – Jul 2024Portsmouth, NH
- HannafordJun 2019 – Feb 2021Dover, NH
- University OF Rhode IslandAug 2020 – May 2021Kingston, RI
- YMCA CAMP ConistonJul 2021 – Aug 2021Grantham, NH
- Market BasketMar 2017 – Jun 2019Lee, NH
- UNH Center FOR Venture ResearchSep 2021 – May 2023Durham, NH
- UnemployedJul 2024 – Aug 2024Lee, NH
- University OF NEW HampshireAug 2021 – May 2024Durham, NH
- Savannah KitchenMar 2023 – Jul 2023Newmarket, NH
- RITE AIDMar 2021 – Jul 2021Newmarket, NH
- Fidelity InvestmentsAug 2024 – no end date reportedMerrimack, NH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephanie Evans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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