Philip Evers

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

• 05/2012 → 08/2022
  Wells Fargo Bank
  Atlanta, GA
• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Atlanta, GA
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2022 → Present
  Fidelity Investments
  Stone Mountain, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stone Mountain, GA

Other Businesses

OBA-91036|OrgNmn:Evers Affairs LLC|Org Addr:Stone Moun,Georgia,US|OBA Nature:Selling snacks and drinks to c|Invst Rel:N|Title:owner|Duties:Providing snacks and drinks to customers. Taking pics and planning event for couples such wedding, anniversary and birthdays|StrtDt:08-23-22|TotHrs/mon:5|TrdHrs/mon:0|OBA-91031|OrgNmn:Filbertt Realty Group LLC|Org Addr:Stone Moun,Georgia,US|OBA Nature:Flipping houses, short term re|Invst Rel:Y|Title:Owner|Duties:Looking up houses to potentially buy and finding buyers to sell purchase the houses. Also occupying short term rentals for airbnb customers.|StrtDt:09-26-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-91034|OrgNmn:Door Dash|Org Addr:Stone moun,Georgia,US|OBA Nature:Door dasher driver|Invst Rel:N|Title:Driver|Duties:Driving for door dash delivering food to customers.|StrtDt:08-23-22|TotHrs/mon:15|TrdHrs/mon:0|OBA-99457|OrgNmn:Evers Affairs|Org Addr:Stone moun,Georgia,US|OBA Nature:Renting my personal vehicle on|Invst Rel:N|Title:Owner|Duties:Upkeep of the vehicle, tires, maintence etc|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-104075|OrgNmn:Philip Evers, APA Pool Player|Org Addr:Stone moun,Georgia,US|OBA Nature:pool player for league as hobb|Invst Rel:N|Title:Amateur pool player|Duties:Shooting pool|StrtDt:11-09-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19
• S63 Uniform Securities Agent State Law Examination
  2017-07-13

Other Names

• Philip Evers
• Philip Michael Evers