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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Main Squeeze Alameda Alameda CA 05/2021 08/2021
Instacart San Francisco CA 06/2021 12/2022
Islandia Homeowners Association Alameda CA 05/2021 07/2021
Fidelity Investments Greenwood Village CO 05/2023 Present
University Of Colorado Boulder Boulder CO 08/2020 05/2023
Bishop O' Dowd High School Oakland CA 08/2016 06/2020
Main Squeeze Alameda Alameda CA 05/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Main Squeeze Alameda
    Alameda, CA
  • 06/2021 → 12/2022
    Instacart
    San Francisco, CA
  • 05/2021 → 07/2021
    Islandia Homeowners Association
    Alameda, CA
  • 05/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 05/2023
    University Of Colorado Boulder
    Boulder, CO
  • 08/2016 → 06/2020
    Bishop O' Dowd High School
    Oakland, CA
  • 05/2022 → 08/2022
    Main Squeeze Alameda
    Alameda, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-19
S63 Uniform Securities Agent State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2024-12-19
  • S63 Uniform Securities Agent State Law Examination
    2023-08-18
Other Names
  • Alyssa Armida Evans
  • Alyssa Evans

View on SEC IAPD

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