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Evan Dane Judd

Strategic Advisers LLC

Indianapolis, IN

Westfield, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Westfield, IN • 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
Fidelity Investments Merrimack NH 06/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Indianapolis, IN
    Westfield, IN
  • 2015-05-04 → 2018-07-13
    Strategic Advisers Llc
    Cranberry Township, PA
    Cranberry Township, PA
    Cambridge, MA
    Indianapolis, IN
  • 2012-01-03 → 2014-12-31
    Strategic Advisers Llc
    Merrimack, NH
    Cambridge, MA
Other Businesses

OBA-127425|OrgNmn:Good Brands LLC|Org Addr:Fort Wayne,Indiana,US|OBA Nature:Online store for jewlery |Invst Rel:N|Title:Partner|Duties:Review financial activities, manage online ad campaigns and product inventory of the jewelry. |StrtDt:02-13-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-08
S63 Uniform Securities Agent State Law Examination 2010-10-24
  • S66 Uniform Combined State Law Examination
    2011-12-08
  • S63 Uniform Securities Agent State Law Examination
    2010-10-24
Other Names
  • Evan D Judd
  • Evan Judd
  • Evan Judd

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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