Zachary Powell
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 LLCJul 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Fidelity InvestmentsMay 2022 to Aug 2022
- Community Unit School District 200May 2021 to Aug 2021
- Fedex GroundMay 2020 to Aug 2020
- Indiana UniversityAug 2019 to May 2023
- Leadership & Involvement - Wheaton Park DistrictMar 2018 to May 2018
- Arrowhead Golf Club & RestaurantDec 2017 to Aug 2019
- Wheaton Warrenville South High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7766207
- Firm CRD
- 104555