Evan Hopkins

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

• 03/2020 → 01/2022
  Oak Hill Country Club
  Pittsford, NY
• 05/2024 → 03/2025
  New York Life Insurance Company
  Waltham, MA
• 11/2024 → 03/2025
  Eagle Strategies Llc
  Waltham, MA
• 07/2024 → 03/2025
  Nylife Securities Llc
  Waltham, MA
• 02/2022 → 06/2024
  Shelter Harbor Golf Club
  Charlestown, RI
• 11/2019 → 03/2020
  Bel Air Country Club
  Los Angeles, CA
• 08/2016 → 05/2019
  University Of Connecticut
  Storrs, CT
• 04/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2019 → 11/2019
  Oak Hill Country Club
  Pittsford, NY

Previous Registrations

• 2024-09-30 → 2025-04-03
  Eagle Strategies Llc
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-28

Other Names

• Evan Gregory Hopkins
• Evan Hopkins