Zachary Lefever
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 InvestmentsSep 2024 to now
- UnemployedJul 2024 to Sep 2024
- Fidelity InvestmentsAug 2023 to Jul 2024
- NofieJul 2023 to Aug 2023
- Semester At SeaJan 2023 to Apr 2023
- NofieApr 2022 to Sep 2022
- Grand Canyon University Fitness CenterJan 2021 to Dec 2022
- Auto Clean FreaksAug 2020 to Jul 2023
- UnemployedMay 2020 to Jul 2020
- Balance AthleticaApr 2020 to May 2021
- Titan ArmorMar 2020 to Aug 2021
- The Herd StopFeb 2020 to Dec 2020
- Grand Canyon UniversityJan 2020 to Dec 2022
- UnemployedSep 2019 to Feb 2020
- University of Colorado BoulderAug 2019 to Dec 2019
- JumpstreetOct 2017 to Feb 2019
- Perfect Pools ColoradoMay 2015 to Sep 2019
- Arapahoe High SchoolAug 2014 to May 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 (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
- 7799950
- Firm CRD
- 104555