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Evan Spencer

Strategic Advisers LLC

Richmond, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Richmond, VA • 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
Fidelity Investments Jacksonville FL 11/2020 Present
Yard House Austin TX 09/2016 09/2017
The Capital Grille Jacksonville Jaksonville FL 09/2017 07/2018
The Capital Grille Austin Austin TX 07/2018 05/2019
The Capital Grille Jacksonville Jacksonville FL 05/2019 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2016 → 09/2017
    Yard House
    Austin, TX
  • 09/2017 → 07/2018
    The Capital Grille Jacksonville
    Jaksonville, FL
  • 07/2018 → 05/2019
    The Capital Grille Austin
    Austin, TX
  • 05/2019 → 08/2020
    The Capital Grille Jacksonville
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2021-06-10
  • S66 Uniform Combined State Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2021-06-10
Other Names
  • Evan William Frederick Spencer
  • Evan Spencer

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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