Ethan Bailey
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Ethan Bailey? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Commerce BankSep 2024 to May 2025
- UnemployedJun 2024 to Aug 2024
- Central Trust CompanyOct 2023 to May 2024
- Delaware NorthJun 2023 to Aug 2023
- Delaware NorthMay 2022 to Aug 2022
- Shiloh's Bar and GrillAug 2021 to Oct 2022
- Autospa CarwashApr 2019 to Sep 2019
- UnemployedApr 2015 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 8116173
- Firm CRD
- 104555