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Evan Joseph Brois

Strategic Advisers LLC

Stamford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stamford, CT • 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
Laidlaw & Company (Uk) Ltd. New York NY 04/2018 11/2018
Unemployed Mount Kisco NY 09/2016 03/2018
Unemployed Mount Kisco NY 12/2018 05/2019
J.P. Morgan Securities Llc Mount Kisco NY 06/2019 08/2021
Jpmorgan Chase Bank, N.A. Mount Kisco NY 06/2019 08/2021
Laidlaw & Company New York NY 04/2018 11/2018
Fidelity Brokerage Services Llc Tampa FL 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 11/2018
    Laidlaw & Company (Uk) Ltd.
    New York, NY
  • 09/2016 → 03/2018
    Unemployed
    Mount Kisco, NY
  • 12/2018 → 05/2019
    Unemployed
    Mount Kisco, NY
  • 06/2019 → 08/2021
    J.P. Morgan Securities Llc
    Mount Kisco, NY
  • 06/2019 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Mount Kisco, NY
  • 04/2018 → 11/2018
    Laidlaw & Company
    New York, NY
  • 09/2021 → Present
    Fidelity Brokerage Services Llc
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Clearwater, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2018-09-21

View on SEC IAPD

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