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Evan Matthew Tidwell-Weinzierl

Strategic Advisers LLC

Charlotte, NC

Mint Hill, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Mint Hill, NC • 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
United Planners Financial Services Scottsdale AZ 08/2016 05/2018
Carolina Financial Partners & Associates Matthews NC 08/2016 05/2018
Weinzierl Insurance Advisors Monroe NC 08/2016 05/2018
Wells Fargo Clearing Services, Llc Charlotte NC 05/2018 03/2021
Fidelity Investments Charlotte NC 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2018
    United Planners Financial Services
    Scottsdale, AZ
  • 08/2016 → 05/2018
    Carolina Financial Partners & Associates
    Matthews, NC
  • 08/2016 → 05/2018
    Weinzierl Insurance Advisors
    Monroe, NC
  • 05/2018 → 03/2021
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 03/2021 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-21
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S65 Uniform Investment Adviser Law Examination
    2016-06-21
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Other Names
  • Evan Matthew Weinzierl
  • Evan Tidwell-Weinzierl
  • Evan M Weinzierl
  • Evan M Tidwell-Weinzierl
  • Evan Matthew Tidwell-Weinzierl

View on SEC IAPD

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