Ethan Phelps

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

• 08/2022 → Present
  Fidelity Investments
  Durham, NC
• 12/2021 → 08/2022
  Career Foundations- Contract Position For Nuvotronics
  Durham, NC
• 03/2020 → 12/2020
  Insight Global- Contract Position For Wells Fargo
  Raleigh, NC
• 05/2015 → 08/2022
  The Cheesecake Factory
  Raleigh, NC
• 05/2016 → 05/2019
  North Carolina State University
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-133411|OrgNmn:CMTP Holdings LLC|Org Addr:Durham,North Caro,US|OBA Nature:I intend to buy single family |Invst Rel:Y|Title:Officer|Duties:I am unsure if/when there will be an end date to the business. 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|

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06