Best Investors Account Sign in

Alison R. Evanzo

Strategic Advisers LLC

Westlake, TX

Fort Worth, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flagstar Bank Grand Rapids MI 07/2016 11/2018
Infinex Investments, Inc. Meriden CT 03/2018 11/2018
Unemployed Wichita Falls TX 11/2018 04/2019
Amazon Inc -Remote Position Wichita Falls TX 04/2019 04/2020
Fidelity Brokerage Services Llc Westlake TX 04/2020 Present
Express Employment Professional Wichita Falls TX 02/2019 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 11/2018
    Flagstar Bank
    Grand Rapids, MI
  • 03/2018 → 11/2018
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2018 → 04/2019
    Unemployed
    Wichita Falls, TX
  • 04/2019 → 04/2020
    Amazon Inc -Remote Position
    Wichita Falls, TX
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 02/2019 → 02/2019
    Express Employment Professional
    Wichita Falls, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2018-06-01
  • S66 Uniform Combined State Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2018-06-01
Other Names
  • Ally Evanzo
  • Alison Rene Evanzo
  • Mrs. Michael Bochinski
  • Alison Bochinski

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor