Zachary Blake Lott
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Zachary Blake Lott? Claim your profile
Contact this firm
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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- UnemployedMar 2022 to Jul 2022
- Extended TravelSep 2021 to Mar 2022
- Ventra Health (previously Abeo Management Corporation)Aug 2020 to Sep 2021
- Utah Valley UniversityJan 2020 to Aug 2021
- Express EmploymentNov 2019 to Jan 2020
- UnemployedSep 2019 to Nov 2019
- The Church of Jesus Christ of Latter-day SaintsOct 2017 to Sep 2019
- UnemployedAug 2017 to Oct 2017
- Hallmark Homes and DevelopmentJun 2017 to Aug 2017
- Cowboy CorndogsSep 2014 to Nov 2016
- Butler Middle School, Albion Middle School, Brighton High SchoolJul 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7606617
- Firm CRD
- 104555