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Eugene P Etzel

Strategic Advisers LLC

Bay Head, NJ

CRD 1953209

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bay Head, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Marlton NJ 01/2007 03/2018
Ullr Holdings Sheridan WY 03/2018 01/2020
Chelsea Financial Services Staten Island NY 01/2020 10/2021
Fidelity Investments Manasquan NJ 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2007 → 03/2018
    Scottrade, Inc.
    Marlton, NJ
  • 03/2018 → 01/2020
    Ullr Holdings
    Sheridan, WY
  • 01/2020 → 10/2021
    Chelsea Financial Services
    Staten Island, NY
  • 01/2022 → Present
    Fidelity Investments
    Manasquan, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Manasquan, NJ
Other Businesses

OBA-117088|OrgNmn:Saga Consulting LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Consulting|Invst Rel:N|Title:Partner|Duties:I will be helping my wife set up an LLc and make sure all filling are done on time |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
S63 Uniform Securities Agent State Law Examination 1989-09-14
  • S66 Uniform Combined State Law Examination
    2022-03-11
  • S63 Uniform Securities Agent State Law Examination
    1989-09-14
Other Names
  • Eugene P Etzel
  • Gene Etzel
  • Eugene Philip Etzel
  • Eugene Philip Etzel
  • Eugene P Etzel

View on SEC IAPD

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