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Evelyn Gonzalez

Strategic Advisers LLC

Algonquin, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-27
IL RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2026-05-27
  • IL RA
    APPROVED
    Since 2025-10-01

Branch Locations

Algonquin, IL • 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
Dunkin Donuts Wauconda IL 02/2018 05/2018
Starbucks Lakemoor IL 01/2019 11/2022
Fifth Third Bank Vernon Hills IL 05/2023 10/2023
Walgreens United States IL 07/2018 09/2018
Unemployed Island Lake IL 11/2022 12/2022
Fidelity Investments Highland Park IL 12/2022 05/2023
Salvi & Maher Llp Libertyville IL 10/2023 10/2024
Unemployed Island Lake IL 10/2024 11/2024
Unemployed Island Lake IL 11/2012 02/2018
Unemployed Island Lake IL 09/2018 01/2019
Fidelity Investments Geneva IL 04/2025 Present
Unemployed Island Lake IL 05/2018 06/2018
Baird & Warner Libertyville IL 01/2020 11/2022
Kelleher + Holland, Llc North Barrington IL 11/2024 03/2025
Dollar Tree Wauconda IL 06/2018 07/2018
Unemployed Island Lake IL 06/2000 02/2018
Unemployed Island Lake IL 03/2025 04/2025
  • 02/2018 → 05/2018
    Dunkin Donuts
    Wauconda, IL
  • 01/2019 → 11/2022
    Starbucks
    Lakemoor, IL
  • 05/2023 → 10/2023
    Fifth Third Bank
    Vernon Hills, IL
  • 07/2018 → 09/2018
    Walgreens
    United States, IL
  • 11/2022 → 12/2022
    Unemployed
    Island Lake, IL
  • 12/2022 → 05/2023
    Fidelity Investments
    Highland Park, IL
  • 10/2023 → 10/2024
    Salvi & Maher Llp
    Libertyville, IL
  • 10/2024 → 11/2024
    Unemployed
    Island Lake, IL
  • 11/2012 → 02/2018
    Unemployed
    Island Lake, IL
  • 09/2018 → 01/2019
    Unemployed
    Island Lake, IL
  • 04/2025 → Present
    Fidelity Investments
    Geneva, IL
  • 05/2018 → 06/2018
    Unemployed
    Island Lake, IL
  • 01/2020 → 11/2022
    Baird & Warner
    Libertyville, IL
  • 11/2024 → 03/2025
    Kelleher + Holland, Llc
    North Barrington, IL
  • 06/2018 → 07/2018
    Dollar Tree
    Wauconda, IL
  • 06/2000 → 02/2018
    Unemployed
    Island Lake, IL
  • 03/2025 → 04/2025
    Unemployed
    Island Lake, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

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ANDOVER INVESTMENT MANAGEMENT
ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

PATRICK O'CONNOR
Luis R Garcia
Dennison Tuller White
Morgan Johnson
Jarid Kyle Brockman
John W Silmon
Deirdre Ann McGarry
SEAN MICHAEL HENDRICKS

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ALGONQUIN, IL
EDWARD JONES · ALGONQUIN, IL
U.S. BANCORP ADVISORS, LLC · Algonquin, IL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · ALGONQUIN, IL
LPL FINANCIAL LLC · CARPENTERSVILLE, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CARPENTERSVILLE, IL
ANDOVER INVESTMENT MANAGEMENT · ALGONQUIN, IL
LPL FINANCIAL LLC · ALGONQUIN, IL

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