Zachary Ryan Laniewicz
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity Investments CompanyAug 2021 to now
- First National Bank CorporationAug 2020 to Aug 2021
- Streuber TransportationJun 2020 to Aug 2020
- Unemployed (ft Student)Aug 2019 to Jun 2020
- PenndotJun 2019 to Aug 2019
- Unemployed (ft Student)Aug 2018 to Jun 2019
- Grand Rental StationJun 2018 to Aug 2018
- Unemployed (ft Student)Aug 2017 to Jun 2018
- Hilltop BeverageJun 2017 to Aug 2017
- Unemployed (ft Student)Aug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7422321
- Firm CRD
- 104555