Ethan Sherman

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

• 11/2025 → Present
  Fidelity Investments
  Austin, TX
• 10/2024 → 11/2025
  Western & Southern Life
  Houston, TX
• 10/2021 → 02/2022
  Unemployed
  Houston, TX
• 01/2023 → 08/2024
  Optidge
  Houston, TX
• 10/2024 → 11/2025
  W&S Brokerage Services, Inc
  Houston, TX
• 06/2015 → 06/2017
  United High School
  Laredo, TX
• 02/2022 → 11/2022
  Target
  Houston, TX
• 06/2017 → 09/2020
  Texas A&M International University
  Laredo, TX
• 03/2020 → 10/2021
  H-E-B
  Houston, TX
• 07/2022 → 05/2023
  University Of Houston
  Houston, TX
• 06/2023 → 11/2025
  Eos Fitness
  Houston, TX

Previous Registrations

• 2025-10-02 → 2025-11-10
  W&S Brokerage Services, Inc.
  Houston, TX

Other Businesses

OBA-124937|OrgNmn:EOS Fitness|Org Addr:Houston,Texas,US|OBA Nature:Commercial gym. I am a W2 part|Invst Rel:N|Title:Employee|Duties:Provide exercise support and guidance for individuals.|StrtDt:06-12-23|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02
• S63 Uniform Securities Agent State Law Examination
  2025-08-08

Other Names

• Ethan Garrett Sherman
• Ethan Sherman