Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

Livermore, 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
Fidelity Investments Mountain View CA 04/2024 Present
Summit Financial Group San Ramon CA 02/2022 04/2024
Summit Financial Group San Ramon CA 10/2021 02/2022
San Francisco State University San Francisco CA 08/2017 05/2018
Vituity/Medamerica Emeryville CA 05/2018 10/2021
Raymond James Financial Services, Inc. San Ramon CA 05/2023 04/2024
Granada High School Livermore CA 09/2021 Present
Robert Ponce Attorney At Law Monterey CA 06/2016 08/2017
California State University, Monterey Bay Seaside CA 08/2013 05/2017
Securian Financial Services Saint Paul MN 10/2021 05/2023
Raymond James Financial Services Advisors, Inc. San Ramon CA 05/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 04/2024 → Present
    Fidelity Investments
    Mountain View, CA
  • 02/2022 → 04/2024
    Summit Financial Group
    San Ramon, CA
  • 10/2021 → 02/2022
    Summit Financial Group
    San Ramon, CA
  • 08/2017 → 05/2018
    San Francisco State University
    San Francisco, CA
  • 05/2018 → 10/2021
    Vituity/Medamerica
    Emeryville, CA
  • 05/2023 → 04/2024
    Raymond James Financial Services, Inc.
    San Ramon, CA
  • 09/2021 → Present
    Granada High School
    Livermore, CA
  • 06/2016 → 08/2017
    Robert Ponce Attorney At Law
    Monterey, CA
  • 08/2013 → 05/2017
    California State University, Monterey Bay
    Seaside, CA
  • 10/2021 → 05/2023
    Securian Financial Services
    Saint Paul, MN
  • 05/2023 → 04/2024
    San Ramon, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-121445|OrgNmn:BeyondTalent Training |Org Addr:Livermore,California,US|OBA Nature:Basketball Trainer |Invst Rel:N|Title:Basketball Trainer |Duties:I provide basketball training to basketball players ranging from 6th grade through college. I work outside of normal business hours typically |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-03
  • S66 Uniform Combined State Law Examination
    2023-05-03
Other Names
  • Evan Zeller
  • Evan T Zeller

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mountain View, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor