Zachary Blumenthal
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- CitigroupMay 2025 to Feb 2026
- Uber EatsJan 2025 to Feb 2026
- TD Ameritrade, Inc.Jul 2022 to May 2024
- TD Ameritrade Investment Management, LLCJul 2022 to Sep 2023
- Charles Schwab & Co., Inc.Jul 2019 to Jan 2025
- Charles Schwab Bank, SsbJul 2019 to Jan 2025
- Wells Fargo Clearing Services LLCJun 2017 to Jul 2019
- Wells Fargo Bank NADec 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6816392
- Firm CRD
- 104555