Zachary Dewhirst
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2026 to now
- UnemployedMay 2026 to Jun 2026
- Northwestern MutualMay 2025 to Dec 2025
- Azusa Pacific UniversityAug 2022 to May 2026
- Peninsula Physical TherapyJun 2022 to Aug 2022
- Peninsula Physical TherapyJun 2021 to Aug 2021
- South Torrance High SchoolJun 2018 to Jun 2022
- Calle Mayor Middle SchoolApr 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8073394
- Firm CRD
- 104555