Brian M. Evans
STRATEGIC ADVISERS LLC | Financial Consultant
MOUNTAIN VIEW, CA
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CRD#: 4969828
Professional summary
Brian M. Evans, who also goes by Brian Matthew Evans, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mountain View, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I have enjoyed working in the Financial Services industry for over a decade. It is my goal to develop long term relationships with individuals and their families. Fidelity provides me with the tools I need to provide world class service and help my clients plan for their future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Matthew 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.
OBA-118104|OrgNmn:BLACKWATER LAND GROUP LLC|Org Addr:Tallahasse,Florida,US|OBA Nature:This is an LLC that was create|Invst Rel:Y|Title:Partner|Duties:Funding LLC to purchase Land at auction|StrtDt:05-02-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brian M. 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
Nova Southeastern University
Master of Business Administration (MBA) - Business Administration
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
MOUNTAIN VIEW, CA
Current
October 5, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNTAIN VIEW, CA
Past
October 16, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALO ALTO, CA
Past
June 16, 2010 - April 11, 2011
MORGAN STANLEY
RIA
CRD#: 149777
MENLO PARK, CA
Past
June 16, 2010 - April 11, 2011
MORGAN STANLEY
BD
CRD#: 149777
MENLO PARK, CA
Past
January 9, 2006 - November 5, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
PALO ALTO, CA
Past
January 9, 2006 - November 5, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PALO ALTO, CA
Past
August 24, 2005 - October 28, 2005
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
LAS VEGAS, NV
Past
August 4, 2005 - October 28, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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
Arizona(1/3/2013)
RR
California(10/5/2012)
IAR
California(3/31/2025)
RR
Colorado(1/2/2015)
RR
Delaware(10/28/2022)
RR
District of Columbia(12/17/2020)
RR
Florida(5/9/2017)
RR
Georgia(8/8/2020)
RR
Hawaii(6/4/2021)
RR
Illinois(7/8/2022)
RR
Iowa(12/16/2022)
RR
Kentucky(3/4/2022)
RR
Maine(3/4/2022)
RR
Maryland(2/1/2021)
RR
Massachusetts(8/9/2017)
RR
Michigan(10/8/2021)
RR
Nevada(10/5/2012)
RR
New Jersey(11/21/2024)
RR
New York(2/12/2021)
RR
North Carolina(7/21/2023)
RR
Oregon(10/5/2012)
RR
Pennsylvania(1/4/2019)
RR
South Carolina(8/9/2017)
RR
Tennessee(1/4/2019)
RR
Texas(3/25/2016)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Vermont(2/3/2021)
RR
Washington(1/2/2015)
Exams
State Security Law Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Mountain View, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
