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Zachary Hickman

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.

  1. Strategic Advisers LLCAug 2025 to now
  2. Fidelity InvestmentsOct 2023 to now
  3. TD BankAug 2022 to Sep 2023
  4. The Vanguard Group, Inc.Aug 2021 to Jul 2022
  5. TD BankMay 2019 to Aug 2021
  6. UnemployedSep 2018 to Apr 2019
  7. Surfside Beach Oceanfront HotelApr 2017 to Dec 2017
  8. Coastal Carolina UniversityAug 2016 to Aug 2018

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
7426435
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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