Ethan Sherman
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsNov 2025 to now
- W&s Brokerage Services, IncOct 2024 to Nov 2025
- Western & Southern LifeOct 2024 to Nov 2025
- Eos FitnessJun 2023 to Nov 2025
- OptidgeJan 2023 to Aug 2024
- University of HoustonJul 2022 to May 2023
- TargetFeb 2022 to Nov 2022
- UnemployedOct 2021 to Feb 2022
- H-e-bMar 2020 to Oct 2021
- Texas A&m International UniversityJun 2017 to Sep 2020
- United High SchoolJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8126470
- Firm CRD
- 104555