Zachary Vincent Barkin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 InvestmentsJun 2021 to now
- University of North TexasApr 2021 to Jun 2021
- ChewyFeb 2021 to Mar 2021
- University of North TexasSep 2019 to Feb 2021
- Titus TransportationJun 2019 to Aug 2019
- Circle KApr 2018 to May 2019
- UnemployedMar 2018 to Mar 2018
- TargetApr 2017 to Feb 2018
- UnemployedMar 2017 to Mar 2017
- UpsDec 2016 to Feb 2017
- UnemployedJun 2016 to Dec 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 3 states (AK, 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
- 7394206
- Firm CRD
- 104555