Evelyn Rhines

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 03/2018
  Scottrade
  Minneapolis, MN
• 03/2018 → 03/2021
  Rbc Capital Markets, Llc.
  Minneapolis, MN
• 11/2018 → 03/2021
  City National Bank
  Minneapolis, MN
• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-03-23 → 2021-03-23
  Rbc Capital Markets, Llc
  Minneapolis, MN
• 2017-01-12 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2013-09-03 → 2015-02-03
  Cetera Wealth Services, Llc
  Worcester, MA
  Maple Grove, MN
• 2012-06-29 → 2013-09-03
  Tower Square Securities, Inc.
  Plymouth, MN
• 2011-04-12 → 2011-11-07
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2008-07-14 → 2010-10-08
  Transamerica Financial Advisors, Llc
  St. Paul, MN

Other Businesses

OBA-58805|OrgNmn:Ryker Ladies|Org Addr:Richfield,Minnesota,US|OBA Nature:Motorcycle Riding Club|Invst Rel:N|Title:Sole Proprietor|Duties:Plan riding events, sell accessories sometimes and other motorcycle related acitvies.|StrtDt:03-23-19|TotHrs/mon:5|TrdHrs/mon:0|OBA-58804|OrgNmn:Cookbookdiet.com|Org Addr:Richfiled,Minnesota,US|OBA Nature:Health and wellness |Invst Rel:N|Title:Sole Proprietor|Duties:Health and Wellness coach create cookbooks, meal plans and exercises|StrtDt:11-01-05|TotHrs/mon:1|TrdHrs/mon:0|OBA-100230|OrgNmn:Fit and Fine|Org Addr:Richfield,Minnesota,US|OBA Nature:Help people with eating health|Invst Rel:N|Title:Sole Proprietor|Duties:Helping people with their health, fitness, eating and health goals in general|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-08-22

Other Names

• Evelyn Alene Rhines
• Evelyn Rhines