Zachary Essex
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedMar 2024 to Jun 2024
- DevvmediaJun 2023 to Mar 2024
- UnemployedAug 2022 to Jun 2023
- Undergraduate StudentSep 2020 to May 2024
- Andrews Burger ShedMay 2020 to Aug 2022
- UnemployedMar 2020 to May 2020
- Schools Out IncSep 2019 to Mar 2020
- UnemployedAug 2018 to Sep 2019
- Town of BethlehemJun 2018 to Aug 2018
- UnemployedJan 2003 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7948950
- Firm CRD
- 104555