Ricki J Evans

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

• 09/2023 → Present
  Fidelity Investments
  Westlake, TX
• 10/2022 → 12/2022
  A Chicago Bite
  San Antonio, TX
• 06/2022 → 08/2022
  Fidelity Investemnts
  Westlake, TX
• 11/2021 → 06/2022
  Walmart Pharmacy
  Schertz, TX
• 01/2021 → 09/2023
  Southern New Hampshire University
  Manchester, NH
• 10/2020 → 09/2023
  National Notary Association
  Lewisville, TX
• 03/2020 → 10/2020
  Unemployed
  Georgetown, TX
• 11/2019 → 03/2020
  J Alexander'S Merrus Grill
  Houston, TX
• 09/2019 → 03/2020
  Mendocino Farms
  Houston, TX
• 06/2014 → 12/2019
  Prairie View A&M University
  Prairie View, TX
• 03/2016 → 09/2016
  Buc-Ee'S
  Waller, TX
• 10/2017 → 12/2017
  Best Buy
  Selma, TX
• 09/2017 → 11/2017
  Care.COm
  San Antonio, TX
• 11/2022 → 04/2023
  Uber Technologies
  San Antonio, TX
• 01/2017 → 08/2017
  Pappadeaux'S Seafood Kitchen
  Houston, TX
• 08/2017 → 09/2017
  Pappadeaux'S Seafood Kitchen
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22
• S63 Uniform Securities Agent State Law Examination
  2024-03-25

Other Names

• Ricki Jale Evans