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Evan William Robinson

Strategic Advisers LLC

Dallas, GA

Dallas, GA

Dallas, GA

CRD 7677198

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-13
TX RA APPROVED 2026-03-12
  • GA RA
    APPROVED
    Since 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-12

Branch Locations

Dallas, GA • United States

Dallas, GA • United States

Dallas, GA • 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
Mount Paran Christian School Kennesaw GA 07/2016 05/2019
North Paulding High School Dallas GA 07/2019 05/2020
Unemployed Dallas GA 05/2020 07/2020
Escalade Rock Climbing Kennesaw GA 05/2022 07/2022
Georgia College & State University Milledgeville GA 07/2021 05/2024
Fidelity Investments Jacksonville FL 06/2024 Present
Brookstone Golf And Country Club Acworth GA 12/2019 05/2020
Northwestern Mutual, Goodwin Wright Atlanta GA 01/2023 07/2023
North Greenville University Tigerville SC 07/2020 05/2021
Carroll Daniel Construction Kennesaw GA 05/2019 07/2019
Pga Tour Superstore Kennesaw GA 05/2021 12/2021
Buffalo Wild Wings Milledgeville GA 08/2023 05/2024
Dominos Dallas GA 07/2019 03/2020
  • 07/2016 → 05/2019
    Mount Paran Christian School
    Kennesaw, GA
  • 07/2019 → 05/2020
    North Paulding High School
    Dallas, GA
  • 05/2020 → 07/2020
    Unemployed
    Dallas, GA
  • 05/2022 → 07/2022
    Escalade Rock Climbing
    Kennesaw, GA
  • 07/2021 → 05/2024
    Georgia College & State University
    Milledgeville, GA
  • 06/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2019 → 05/2020
    Brookstone Golf And Country Club
    Acworth, GA
  • 01/2023 → 07/2023
    Northwestern Mutual, Goodwin Wright
    Atlanta, GA
  • 07/2020 → 05/2021
    North Greenville University
    Tigerville, SC
  • 05/2019 → 07/2019
    Carroll Daniel Construction
    Kennesaw, GA
  • 05/2021 → 12/2021
    Pga Tour Superstore
    Kennesaw, GA
  • 08/2023 → 05/2024
    Buffalo Wild Wings
    Milledgeville, GA
  • 07/2019 → 03/2020
    Dominos
    Dallas, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-09
S63 Uniform Securities Agent State Law Examination 2024-12-03
  • S66 Uniform Combined State Law Examination
    2026-03-09
  • S63 Uniform Securities Agent State Law Examination
    2024-12-03
Other Names
  • Evan William Robinson
  • Evan Robinson
  • Evan W Robinson

View on SEC IAPD

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