Zane Anthony Walters
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsOct 2025 to now
- LPL Enterprise LLCMay 2025 to Oct 2025
- Create X/office of CommercializationAug 2023 to May 2025
- Office of Information TechnologyJun 2022 to Dec 2022
- Georgia TechAug 2020 to May 2024
- DarlingtonAug 2019 to May 2020
- Vector MarketingJun 2019 to Jun 2022
- Sweetwater PoolsJun 2017 to Aug 2019
- Northview High SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 8082685
- Firm CRD
- 104555