Evan J Pulliam

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

• 11/2020 → 02/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2017 → 07/2020
  Serino Coyne (Omnicom Group)
  New York, NY
• 07/2017 → 12/2017
  Bryan Carter Music
  New York, NY
• 06/2015 → 07/2017
  Niko Companies
  New York, NY
• 07/2020 → 11/2020
  Unemployed
  New York, NY
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2021-01-26 → 2021-03-01
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-10-17

Other Names

• Evan Pulliam
• Evan Jennings Pulliam