Best Investors Account Sign in

Evan Robertson

Strategic Advisers LLC

Greenwood Village, CO

Greenwood Village, CO

Denver, CO

Denver, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • United States

Denver, CO • 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
Cuna Brokerage Services, Inc Waverly IA 03/2015 10/2016
Cuna Mutual Group Waverly IA 03/2015 10/2016
Fidelity Brokerage Services Llc Greenwood Village CO 10/2017 Present
Mlc Limited Melbourne 12/2016 04/2017
Unemployed Middleton WI 04/2017 10/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 10/2016
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 03/2015 → 10/2016
    Cuna Mutual Group
    Waverly, IA
  • 10/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 12/2016 → 04/2017
    Mlc Limited
    Melbourne
  • 04/2017 → 10/2017
    Unemployed
    Middleton, WI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Greenwood Village, CO
    Denver, CO
  • 2018-01-11 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2015-05-15 → 2017-04-21
    Cuna Brokerage Services, Inc.
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2015-05-15
Other Names
  • Evan Robertson
  • Evan Andrew Robertson

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor