Yanyan Audrey Evans

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2017
  Edward Jones
  St. Louis, MO
• 01/2017 → 11/2018
  Morgan Stanley
  South Jordan, UT
• 01/2017 → 11/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2019 → Present
  Fidelity Investments
  Folsom, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-04-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Folsom, CA
• 2017-01-25 → 2018-11-19
  Morgan Stanley
  South Jordan, UT
• 2016-08-09 → 2017-01-09
  Edward Jones
  Draper, UT
  Draper, UT
  St Louis, MO
• 2013-10-02 → 2016-08-03
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  West Valley City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-01
• S63 Uniform Securities Agent State Law Examination
  2013-09-11

Other Names

• Yanyan Liu
• Yanyan Evans
• Yanyan Liu Evans
• Yanyan Audrey Evans
• Yanyan A Evans
• Yan Evans