Best Investors Account Sign in

Evan William Metz

Strategic Advisers LLC

Princeton, NJ

Doylestown, PA

CRD 8093735

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-20
PA RA APPROVED 2025-11-20
  • NJ RA
    APPROVED
    Since 2025-11-20
  • PA RA
    APPROVED
    Since 2025-11-20

Branch Locations

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Doylestown, PA • 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
Q-Mation Horsham PA 11/2016 03/2021
Fidelity Investments Princeton NJ 05/2025 Present
Puck Live Doylestown PA 10/2014 11/2016
Pink Skirt Desserts Doylestown PA 03/2021 04/2025
  • 11/2016 → 03/2021
    Q-Mation
    Horsham, PA
  • 05/2025 → Present
    Fidelity Investments
    Princeton, NJ
  • 10/2014 → 11/2016
    Puck Live
    Doylestown, PA
  • 03/2021 → 04/2025
    Pink Skirt Desserts
    Doylestown, PA
Other Businesses

OBA-119308|OrgNmn:Pink Skirt Desserts|Org Addr:Doylestown,Pennsylvan,US|OBA Nature:Bakery|Invst Rel:N|Title:Sole Proprietor|Duties:Owner/General Manager/Maintenance/Tech Support|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-12
Other Names
  • Evan Metz

View on SEC IAPD

More in Princeton, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor