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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-04-30
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

320 Park Avenue, New York, NY 10022-6815 • United States

1356 Third Avenue, New York, NY 10075-0461 • 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
Chimera Securities New York NY 07/2019 08/2019
Dow Jones New York NY 07/2018 08/2018
Southampton Town Hall Southampton NY 12/2017 05/2018
Hamptons Exclusive Property Management Sag Harbor NY 09/2014 09/2017
Churchills Sag Harbor NY 09/2018 06/2019
Chimera Securities Llc New York NY 01/2020 02/2024
Unemployed New York NY 08/2019 01/2020
Unemployed Sag Harbor NY 06/2019 01/2020
Churchills Sag Harbor NY 09/2018 06/2019
Southampton Town Hall Southampton NY 12/2017 05/2018
Education Storrs CT 09/2015 06/2019
Hamptons Exclusive Property Management Sag Harbor NY 09/2014 09/2017
Fidelity Investments New York NY 02/2024 Present
Dow Jones New York NY 07/2018 08/2018
Chimera Securities Llc New York NY 07/2019 08/2019
Chimera Securities New York NY 01/2020 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 08/2019
    Chimera Securities
    New York, NY
  • 07/2018 → 08/2018
    Dow Jones
    New York, NY
  • 12/2017 → 05/2018
    Southampton Town Hall
    Southampton, NY
  • 09/2014 → 09/2017
    Hamptons Exclusive Property Management
    Sag Harbor, NY
  • 09/2018 → 06/2019
    Churchills
    Sag Harbor, NY
  • 01/2020 → 02/2024
    Chimera Securities Llc
    New York, NY
  • 08/2019 → 01/2020
    Unemployed
    New York, NY
  • 06/2019 → 01/2020
    Unemployed
    Sag Harbor, NY
  • 09/2018 → 06/2019
    Churchills
    Sag Harbor, NY
  • 12/2017 → 05/2018
    Southampton Town Hall
    Southampton, NY
  • 09/2015 → 06/2019
    Education
    Storrs, CT
  • 09/2014 → 09/2017
    Hamptons Exclusive Property Management
    Sag Harbor, NY
  • 02/2024 → Present
    Fidelity Investments
    New York, NY
  • 07/2018 → 08/2018
    Dow Jones
    New York, NY
  • 07/2019 → 08/2019
    Chimera Securities Llc
    New York, NY
  • 01/2020 → 02/2024
    Chimera Securities
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-04
  • S66 Uniform Combined State Law Examination
    2024-06-04
Other Names
  • Robert Evjen
  • Robert M Evjen

View on SEC IAPD

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