Ethan Rock Andersen
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Teachers PensionOct 2023 to Aug 2025
- Lumen Utility ConsultApr 2023 to Oct 2023
- AlderApr 2022 to Apr 2023
- Little DumpstersMay 2021 to Apr 2022
- UnemployedAug 2020 to May 2021
- White-tail DisposalMay 2020 to Aug 2020
- UnemployedApr 2020 to May 2020
- Swire Coca ColaFeb 2020 to Apr 2020
- Church of Jesus Christ of Latter Day SaintsJan 2018 to Feb 2020
- Swig N SweetsSep 2017 to Jan 2018
- UnemployedJun 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8152122
- Firm CRD
- 104555