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Evan Monroe Holcomb

Strategic Advisers LLC

Boise, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
ID RA APPROVED 2025-04-22
  • TX RA
    APPROVED
    Since 2025-08-12
  • ID RA
    APPROVED
    Since 2025-04-22

Branch Locations

Boise, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Wealth Management Strategies Roseville CA 06/2022 08/2022
Sierra Community College Rocklin CA 06/2020 08/2022
Boise State Rec Boise ID 08/2023 06/2024
Fidelity Investments Boise ID 06/2024 Present
Lifetime Roseville CA 11/2019 08/2023
Whitney High School Rocklin CA 06/2016 06/2020
Boise State University Boise ID 08/2022 05/2024
Western Los Angele Cnty Council Los Angeles CA 06/2019 07/2019
  • 06/2022 → 08/2022
    Wealth Management Strategies
    Roseville, CA
  • 06/2020 → 08/2022
    Sierra Community College
    Rocklin, CA
  • 08/2023 → 06/2024
    Boise State Rec
    Boise, ID
  • 06/2024 → Present
    Fidelity Investments
    Boise, ID
  • 11/2019 → 08/2023
    Lifetime
    Roseville, CA
  • 06/2016 → 06/2020
    Whitney High School
    Rocklin, CA
  • 08/2022 → 05/2024
    Boise State University
    Boise, ID
  • 06/2019 → 07/2019
    Western Los Angele Cnty Council
    Los Angeles, CA
Other Businesses

OBA-127784|OrgNmn:Life Time |Org Addr:Boise ,Idaho,US|OBA Nature:Life Time is a health and well|Invst Rel:N|Title:Facility Ops-Supervisor |Duties:maintaining the safety, cleanliness, and general functioning of the club. Key responsibilities include performing safety checks, conducting ge|StrtDt:02-24-26|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-16
  • S66 Uniform Combined State Law Examination
    2025-04-16
Other Names
  • Evan M Holcomb
  • Evan Monroe Holcomb

View on SEC IAPD

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