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Evan Weiss

Strategic Advisers LLC

Raleigh, NC

Cary, NC

Cary, NC

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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

Raleigh, NC • United States

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2017 03/2021
Re 1 Advisor, Llc Naples FL 08/2015 03/2017
Bank Of America, N.A. Jacksonville FL 05/2017 03/2021
Fidelity Investments Cary NC 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 03/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 08/2015 → 03/2017
    Re 1 Advisor, Llc
    Naples, FL
  • 05/2017 → 03/2021
    Bank Of America, N.A.
    Jacksonville, FL
  • 03/2021 → Present
    Fidelity Investments
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-90683|OrgNmn:Due North Property Management, LLC|Org Addr:Garner,North Caro,US|OBA Nature:Property management of our own|Invst Rel:Y|Title:Partner|Duties:Collect rent|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-18425|OrgNmn:Due North Development, LLC|Org Addr:Cary,North Caro,US|OBA Nature:Buy, sell and rent real estate|Invst Rel:Y|Title:Owner, real estate agent|Duties:Buy, sell and rent residential real estate. I act as a realtor for the purchase and sale.|StrtDt:03-09-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
  • S66 Uniform Combined State Law Examination
    2017-05-22
Other Names
  • Evan Weiss
  • Evan Harrison Weiss

View on SEC IAPD

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