Zachary Gil-mata
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
11 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsApr 2024 to now
- LyftJan 2024 to Apr 2024
- UnemployedSep 2023 to Jan 2024
- Robinhood Financial, LLCJun 2021 to Sep 2023
- Robinhood Markets, IncJun 2021 to Sep 2023
- UnemployedJun 2020 to Jun 2021
- Charles Schwab & Co., Inc.Jan 2018 to May 2020
- United Heritage Credit UnionOct 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6908971
- Firm CRD
- 104555