Ethan David Voss

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

• 02/2021 → Present
  Fidelity Investments
  Minnetonka, MN
• 05/2017 → 08/2019
  Marshfield School District
  Marshfield, WI
• 10/2017 → 05/2018
  La Crosse Parks & Recreation
  La Crosse, WI
• 09/2019 → 02/2021
  Moka
  La Crosse, WI
• 08/2016 → 05/2017
  Unemployed
  La Crosse, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Minnetonka, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-07-29

Other Names

• Ethan David Voss
• Ethan Voss