Zachary Mosholder
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 LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- J.P. Morgan Securities LLCJul 2023 to Feb 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Feb 2024
- Rine Insurance GroupNov 2021 to Jun 2023
- Maconachy Stradley InsuranceJun 2020 to Oct 2021
- Ch RobinsonApr 2019 to May 2020
- Mosholder RealtyMay 2018 to Apr 2019
- Country Club of HudsonMay 2015 to Aug 2017
- Miami UniversityJan 2015 to May 2018
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 (OH, 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
- 7785649
- Firm CRD
- 104555