Morgan Stanley
47yrs
Top advisor by experience in Colorado
14yrs
Based in Greenwood Village, Colorado, Robert Evans is a fiduciary financial advisor with 14 years of industry experience. Robert has been with Strategic Advisers since 2025; before that, Robert spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 74% of advisors at Strategic Advisers
Office6501 S Fiddlers Green Circle Suite 300 - 600, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 6501 S Fiddlers Green Circle Suite 300 - 600Greenwood Village, CO 80111Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Evans. Robert works from the Greenwood Village, CO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. More experience than 74% of advisors at Strategic Advisers.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James Financial Services Advisors
47yrs
Top 1% by experience in Greenwood Village
SPC
46yrs
Top 1% by experience in Greenwood Village
Icon Advisers
46yrs
Top 1% by experience in Greenwood Village
RBC Capital Markets
46yrs
Top 1% by experience in Greenwood Village
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Greenwood Village