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Evelyn Borges

Strategic Advisers LLC

Little Falls, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Little Falls, NJ • 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
Pnc Investments Llc West Orange NJ 12/2015 02/2018
Pnc Bank, Na West Orange NJ 12/2015 02/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Caldwell NJ 02/2018 12/2021
Bank Of America, N.A. West Caldwell NJ 02/2018 12/2021
Fidelity Investments Little Falls NJ 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 02/2018
    Pnc Investments Llc
    West Orange, NJ
  • 12/2015 → 02/2018
    Pnc Bank, Na
    West Orange, NJ
  • 02/2018 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    West Caldwell, NJ
  • 02/2018 → 12/2021
    Bank Of America, N.A.
    West Caldwell, NJ
  • 12/2021 → Present
    Fidelity Investments
    Little Falls, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Little Falls, NJ
    Merrimack, NH
  • 2018-05-09 → 2021-12-13
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    West Caldwell, NJ
    South Orange, NJ
    West Orange, NJ
    Lincoln Park, NJ
    Roseland, NJ
    Dover, NJ
    Lake Hopatcong, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-08
S63 Uniform Securities Agent State Law Examination 2009-03-13
  • S66 Uniform Combined State Law Examination
    2018-05-08
  • S63 Uniform Securities Agent State Law Examination
    2009-03-13
Other Names
  • Evelyn P Moreno
  • Evelyn P Moreno-Borges
  • Evelyn P Moreno-Borges
  • Evelyn Pamela Borges
  • Evelyn P Borges
  • Evelyn Borges

View on SEC IAPD

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