Truist Advisory Services
42yrs
Top advisor by experience in Westlake
18yrs
Ethan Beaty
Financial advisor at Strategic Advisers
Based in Westlake, Texas, Ethan Beaty is a fiduciary financial advisor with 18 years of industry experience. Ethan joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors and a year at Charles Schwab & CO.. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 13% by experience in Westlake
OfficeOne Destiny Way, Westlake, TX 76262
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2019 – Mar 2020Charles Schwab & CO., Inc.Previously
- 2016 – 2019PNC Managed Account Solutions, Inc.Previously
- Feb 2015 – Jun 2016LPL Financial LLCPreviously
- 2011 – 2015
Contact Ethan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Ethan. One Destiny WayWestlake, TX 76262Office · Get directions
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Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ethan
How do I contact Ethan?
Call Strategic Advisers at (617) 563-7000 and ask for Ethan Beaty. Ethan works from the Westlake, TX office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2008, about 18 years. Top 13% by experience in Westlake.
What licenses does Ethan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ethan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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