Ian Alasdair Bevan

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

• 03/2026 → Present
  Fidelity Investments
  Plano, TX
• 11/2020 → 03/2026
  The Yard X 33 Restaurant Group Llc
  Mckinney, TX
• 10/2019 → 11/2020
  Emerson Chase Llc Dba 11|17
  Mckinney, TX
• 02/2019 → 10/2019
  Petra Mexican Restaurant
  Mckinney, TX
• 01/2016 → 02/2019
  Jc'S Burger House
  Mckinney, TX

Other Businesses

OBA-128088|OrgNmn:The Yard x 33 Restaurant Group LLC|Org Addr:McKinney,Texas,US|OBA Nature:Restaurant. Food Service and H|Invst Rel:N|Title:Employee|Duties:Providing exceptional and timely service to guests of the restaurant alongisde a coordinated team.|StrtDt:03-11-26|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-03-04

Other Names

• Ian Alasdair Bevan
• Ian Bevan