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Wesley Evans

Strategic Advisers LLC

Rochester, NY

Rochester, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Rochester, NY • 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
Glc Business Services Rochester NY 04/2015 10/2016
Fidelity Investments Rochester NY 07/2024 Present
Bank Of America, N.A. Pittsford NY 05/2020 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 05/2020 07/2024
Penske Truck Leasing Rochester NY 10/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 10/2016
    Glc Business Services
    Rochester, NY
  • 07/2024 → Present
    Fidelity Investments
    Rochester, NY
  • 05/2020 → 07/2024
    Bank Of America, N.A.
    Pittsford, NY
  • 05/2020 → 07/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pittsford, NY
  • 10/2016 → 05/2020
    Penske Truck Leasing
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
  • 2020-08-14 → 2024-07-15
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pittsford, NY
    New York, NY
    Rochester, NY
    Pittsford, NY
    Pittsford, NY
    Rochester, NY
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-13
  • S66 Uniform Combined State Law Examination
    2020-08-13
Other Names
  • Wesley Evans
  • Wesley Michael Evans

View on SEC IAPD

Other Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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