Zachary D. Levy
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Morgan StanleyMar 2023 to Jan 2024
- E*trade Capital Management LLCAug 2022 to Jan 2024
- E*trade Securities LLCAug 2022 to Jan 2024
- TD AmeritradeDec 2020 to Jun 2022
- UnemployedApr 2020 to Dec 2020
- Ogden Bradford L CpaFeb 2020 to Apr 2020
- UnemployedApr 2019 to Feb 2020
- VitaMar 2019 to Apr 2019
- UnemployedNov 2018 to Mar 2019
- Tres HombreJun 2018 to Nov 2018
- Join SolarApr 2018 to Jun 2018
- Csu Chico Box OfficeFeb 2018 to Mar 2018
- UnemployedApr 2017 to Feb 2018
- TruckerMar 2017 to Apr 2017
- UnemployedJan 2017 to Mar 2017
- Woodward TahoeNov 2016 to Jan 2017
- UnemployedJan 2008 to Nov 2016
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 (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
- 7322031
- Firm CRD
- 104555