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Yuna Frances Larue

Strategic Advisers LLC

New Haven, CT

Wallingford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-09
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-09
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

Wallingford, CT • 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
Ameriprise Financial Services, Llc North Haven CT 09/2019 09/2021
Solomon Admissions Consulting Llc. New York NY 06/2020 Present
Amherst College Amherst MA 05/2013 05/2017
Schooner Summer Camp New Haven CT 06/2017 08/2017
Phillips Exeter Academy Exeter NH 08/2017 06/2018
Unemployed North Haven CT 06/2018 03/2019
Post University Waterbury CT 03/2019 09/2019
Fidelity Investments New Haven CT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 09/2021
    Ameriprise Financial Services, Llc
    North Haven, CT
  • 06/2020 → Present
    Solomon Admissions Consulting Llc.
    New York, NY
  • 05/2013 → 05/2017
    Amherst College
    Amherst, MA
  • 06/2017 → 08/2017
    Schooner Summer Camp
    New Haven, CT
  • 08/2017 → 06/2018
    Phillips Exeter Academy
    Exeter, NH
  • 06/2018 → 03/2019
    Unemployed
    North Haven, CT
  • 03/2019 → 09/2019
    Post University
    Waterbury, CT
  • 09/2021 → Present
    Fidelity Investments
    New Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-14
  • S66 Uniform Combined State Law Examination
    2020-11-14
Designations
Other Names
  • Yuna Frances Evans

View on SEC IAPD

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Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

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UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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