Adam Zook
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity Investments LLCSep 2020 to now
- Full Time EducationSep 2019 to Jun 2020
- Ingram FinancialJun 2019 to Sep 2019
- Full Time EducationSep 2018 to Jun 2019
- TD AmeritradeJun 2018 to Sep 2018
- Full Time EducationSep 2017 to Jun 2018
- The Odom CorporationJun 2017 to Sep 2017
- Full Time EducationSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6986810
- Firm CRD
- 104555