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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, NC • 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
The Vanguard Group, Inc. Charlotte NC 01/2017 03/2024
Tiffany & Co. Charlotte NC 07/2015 01/2017
Fidelity Investments Charlotte NC 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 03/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 07/2015 → 01/2017
    Tiffany & Co.
    Charlotte, NC
  • 03/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
  • 2018-05-25 → 2024-03-21
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
S63 Uniform Securities Agent State Law Examination 2017-03-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    2017-03-14
Designations
Other Names
  • Christopher Davis Evans
  • Chris Evans
  • Christopher Evans
  • Chris D. Evans

View on SEC IAPD

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