ELLEN GOLTERMAN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-09-25 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2025-03-26 | 2025-09-23 | — |
| ALLSPRING FUNDS MANAGEMENT, LLC | 2023-03-13 | 2025-02-28 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-25 | 2023-01-30 | — |