Zackary Brian Wilson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Interwest Insurance ServicesJun 2022 to Dec 2022
- The Village PizzeriaJun 2022 to Aug 2022
- California State University, ChicoAug 2021 to May 2023
- Sugar Barge Resort and MarinaMay 2021 to Aug 2021
- Signature ParkingJul 2019 to Dec 2020
- Diablo Valley CollegeSep 2018 to May 2021
- Conferencing AdvisorsSep 2017 to Jul 2019
- Nob Hill FoodsMar 2017 to Sep 2017
- Alhambra High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7777480
- Firm CRD
- 104555