Zachary Mcmillan
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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- AnglepointMay 2023 to Jun 2025
- Byu Student AlumniAug 2022 to Apr 2023
- Byu Marriot School of BusinessAug 2022 to Dec 2022
- ClickleaseMay 2022 to Aug 2022
- Onesource Software SolutionsMay 2022 to Aug 2022
- Alder Holdings, LLCJul 2021 to May 2022
- Snap FinanceFeb 2021 to Sep 2021
- Missionary Training CenterAug 2019 to Apr 2022
- Church of Jesus Christ of Latter Day SaintsAug 2017 to Jul 2019
- Self Employed - Salt of the EarthApr 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8115702
- Firm CRD
- 104555