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Stephanie Evans

Strategic Advisers LLC

Merrimack, NH

Twentynine Palms, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-24
NH RA APPROVED 2025-10-27
TX RA APPROVED 2025-10-27
  • CA RA
    APPROVED
    Since 2026-07-24
  • NH RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Twentynine Palms, CA • 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
Cpm Constructors Freeport ME 06/2022 08/2022
Oyster River High School Durham NH 06/2016 06/2020
Orbit Group Manchester NH 01/2022 06/2022
Curt'S Catering Gilford NH 06/2019 01/2023
Necu / Lighthouse Credit Union Lee NH 06/2022 09/2022
Bangor Savings Bank Portsmouth NH 05/2023 07/2024
Hannaford Dover NH 06/2019 02/2021
University Of Rhode Island Kingston RI 08/2020 05/2021
Ymca Camp Coniston Grantham NH 07/2021 08/2021
Market Basket Lee NH 03/2017 06/2019
Unh Center For Venture Research Durham NH 09/2021 05/2023
Unemployed Lee NH 07/2024 08/2024
University Of New Hampshire Durham NH 08/2021 05/2024
Savannah Kitchen Newmarket NH 03/2023 07/2023
Rite Aid Newmarket NH 03/2021 07/2021
Fidelity Investments Merrimack NH 08/2024 Present
  • 06/2022 → 08/2022
    Cpm Constructors
    Freeport, ME
  • 06/2016 → 06/2020
    Oyster River High School
    Durham, NH
  • 01/2022 → 06/2022
    Orbit Group
    Manchester, NH
  • 06/2019 → 01/2023
    Curt'S Catering
    Gilford, NH
  • 06/2022 → 09/2022
    Necu / Lighthouse Credit Union
    Lee, NH
  • 05/2023 → 07/2024
    Bangor Savings Bank
    Portsmouth, NH
  • 06/2019 → 02/2021
    Hannaford
    Dover, NH
  • 08/2020 → 05/2021
    University Of Rhode Island
    Kingston, RI
  • 07/2021 → 08/2021
    Ymca Camp Coniston
    Grantham, NH
  • 03/2017 → 06/2019
    Market Basket
    Lee, NH
  • 09/2021 → 05/2023
    Unh Center For Venture Research
    Durham, NH
  • 07/2024 → 08/2024
    Unemployed
    Lee, NH
  • 08/2021 → 05/2024
    University Of New Hampshire
    Durham, NH
  • 03/2023 → 07/2023
    Savannah Kitchen
    Newmarket, NH
  • 03/2021 → 07/2021
    Rite Aid
    Newmarket, NH
  • 08/2024 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2024-12-05
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2024-12-05

View on SEC IAPD

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