Zackary Dewitt
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsFeb 2023 to now
- University of HoustonAug 2022 to Feb 2023
- Top Shelf CabinetsMay 2022 to Feb 2023
- Ithaca CollegeAug 2021 to May 2022
- SbarroMay 2021 to Aug 2021
- Bath & Body WorksDec 2020 to May 2021
- Express, Inc.Nov 2020 to Mar 2021
- Utah Valley UniversityAug 2020 to May 2021
- Utah Flooring & DesignApr 2020 to Sep 2020
- PacsunSep 2019 to Oct 2019
- Brighton High SchoolJan 2019 to Apr 2020
- Robbinsville High SchoolMar 2018 to Jan 2019
- Hillcrest High SchoolAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7703742
- Firm CRD
- 104555