Zachary Joseph Walsh
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Ernst & YoungJan 2025 to Nov 2025
- UnemployedApr 2024 to Dec 2024
- Baker TillyJan 2024 to Apr 2024
- UnemployedOct 2023 to Dec 2023
- Baker TillyJun 2023 to Aug 2023
- Pineapple Supply LLCOct 2022 to Oct 2023
- Mill Avenue Tacos LLCOct 2022 to Dec 2022
- UnemployedAug 2022 to Sep 2022
- StifelMay 2022 to Aug 2022
- UnemployedMay 2021 to May 2022
- Uber TechnologiesJan 2021 to Apr 2021
- UnemployedMay 2019 to Dec 2020
- Einstein BagelsSep 2018 to May 2019
- UnemployedDec 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7561495
- Firm CRD
- 104555