Ethan Russell Adair
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- VivintApr 2022 to Apr 2022
- UberDec 2021 to May 2022
- HomemakerSep 2021 to May 2022
- IfitApr 2021 to Sep 2021
- AmericordApr 2020 to Apr 2021
- UnemployedFeb 2020 to Apr 2020
- MaceysDec 2019 to Feb 2020
- Old NavyNov 2019 to Dec 2019
- Vivo Design BuildMay 2019 to Nov 2019
- Squeeze MediaApr 2019 to May 2019
- Utah Valley UniversityJan 2019 to Dec 2019
- The Church of Jesus Christ of Latter-day SaintsDec 2016 to Jan 2019
- Vivo Design BuildAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7965856
- Firm CRD
- 104555