Ethan Phelps
Financial advisor at Strategic Advisers LLC
Last updated 2026-10-10
Claim your profileEthan Phelps is a financial advisor at Strategic Advisers LLC, CRD 7624940. Licenses and exams on the registration: Series 66. IAPD registration began 2023-01-12.
Registration
- CRD number
- 7624940
- Registration status
- Active
- IAPD registration
- 2023-01-12
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- NC, TX
Licenses and exams
- Series 66
Work history
- 2022-08 to Present · Fidelity Investments · Durham, NC
- 2021-12 to 2022-08 · Career Foundations- Contract Position for Nuvotronics · Durham, NC
- 2020-03 to 2020-12 · Insight Global- Contract Position for Wells Fargo · Raleigh, NC
- 2015-05 to 2022-08 · The Cheesecake Factory · Raleigh, NC
- 2016-05 to 2019-05 · North Carolina State University · Raleigh, NC
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Ethan Phelps is a financial advisor at Strategic Advisers LLC. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Career Foundations- Contract Position for Nuvotronics, The Cheesecake Factory, Insight Global- Contract Position for Wells Fargo, among others.
SEC disclosures list additional business and community activities: Oba-133411|orgnmn:cmtp Holdings Llc|org Addr:durham: I will be the only officer of the llc and my duties will be fully encompassing; |strtdt:08-26-26|tothrs/mon:30|trdhrs/mon:0|.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Contact
The firm's filed contact details.
Official record
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