Ethan Turner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Fidelity Brokerage Services
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Merrimack, NH
  Cross Lanes, WV
• 2015-03-16 → 2018-07-13
  Strategic Advisers Llc
  Portland, ME

Other Businesses

OBA-120877|OrgNmn:MogumoriWorks LLC|Org Addr:Raymond,New Hampsh,US|OBA Nature:Buyer/seller of tradings cards|Invst Rel:N|Title:Partner|Duties:Day to day management of operations |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-12
• S63 Uniform Securities Agent State Law Examination
  2011-09-07

Other Names

• Ethan Bryce Turner