Cory M. Evans
STRATEGIC ADVISERS LLC | Financial Consultant
SAN LEANDRO, CA
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CRD#: 3237629
Professional summary
Cory Michael Evans, who also goes by Cory M Evans, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Leandro, California and FIDELITY BROKERAGE SERVICES LLC located in Burlingame, California.
Cory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Cory has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
I collaborate with my clients in developing customized plans to assist my clients in working toward their financial planning and investment planning goals. My focus is working with clients who are in or approaching retirement and helping to work toward successful outcomes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cory M Evans
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cory Michael Evans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University California, Davis
Bachelor of Arts (BA) - International relations with a minor in political science
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1411 Chapin Avenue, Burlingame, CA 94010RIA
CRD#: 104555
SAN LEANDRO, CA
Current
August 10, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1411 Chapin Avenue, Burlingame, CA 94010BD
CRD#: 7784
Burlingame, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURLINGAME, CA
Past
September 8, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURLINGAME, CA
Past
December 4, 2014 - March 24, 2015
NEWFOCUS FINANCIAL GROUP, LLC
RIA
CRD#: 132578
SAN MATEO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(12/4/2025)
RR
Arizona(4/23/2020)
RR
California(8/26/2015)
IAR
California(3/31/2025)
RR
Colorado(3/12/2021)
RR
District of Columbia(9/29/2023)
RR
Florida(7/8/2019)
RR
Hawaii(3/8/2017)
RR
Idaho(5/31/2019)
RR
Illinois(3/1/2024)
RR
Indiana(9/18/2020)
RR
Iowa(5/8/2025)
RR
Massachusetts(12/12/2016)
RR
Michigan(5/6/2022)
RR
Nevada(5/15/2019)
RR
New Jersey(5/31/2018)
RR
New Mexico(9/19/2019)
RR
New York(3/4/2022)
RR
North Carolina(4/23/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(4/23/2020)
RR
Puerto Rico(2/12/2021)
RR
Texas(3/18/2019)
IAR
Texas(3/31/2025)
RR
Utah(7/21/2023)
RR
Virginia(3/8/2017)
RR
Washington(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555San Leandro, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
