LPL Financial
46yrs
Top advisor by experience in Chandler
2yrs
Evan Smith
Financial advisor at Strategic Advisers
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7001 West RAY Road Chandler Pavilions, Chandler, AZ 85226
How the firm is paid ?Percent of assets, Flat fee, Other
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.
Uniform Combined State Law Examination
Career
- Jun 2026 – nowStrategic Advisers LLCCurrent firm
- Jan 2025 – May 2026Cetera Investment Advisers LLCPreviously
Questions to ask Evan
Tailored to Evan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Evan
How do I contact Evan?
Call Strategic Advisers at 617-563-7000 and ask for Evan Smith. Evan works from the Chandler, AZ office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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