Ethan Conley Woods
Investment adviser representative at Soltis Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business
Are you Ethan Conley Woods? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Soltis Investment Advisors, LLCSep 2025 to now
- Wells Fargo Clearing Services, LLCMar 2025 to Sep 2025
- Fisher InvestmentsAug 2021 to Mar 2025
- Purshe Kaplan Sterling InvestmentsFeb 2020 to Jul 2021
- 49 FinancialJan 2020 to Jul 2021
- AXA Advisors, LLCNov 2018 to Jan 2020
- UnemployedMay 2018 to Nov 2018
- Clarivate AnalyticsJun 2017 to Jul 2017
- Glen Alan SalonApr 2016 to Jun 2018
- Baylor UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7006961
- Firm CRD
- 154690