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Gregory Leland Zane

Strategic Advisers LLC

Roseville, CA

Rocklin, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Rocklin, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Funds Distributor, Inc. Folsom CA 12/2007 06/2019
Ameriprise Financial Services, Inc Roseville CA 07/2019 08/2021
Fidelity Brokerage Services Llc Roseville CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2007 → 06/2019
    Principal Funds Distributor, Inc.
    Folsom, CA
  • 07/2019 → 08/2021
    Ameriprise Financial Services, Inc
    Roseville, CA
  • 08/2021 → Present
    Fidelity Brokerage Services Llc
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-29
S63 Uniform Securities Agent State Law Examination 2003-10-02
  • S65 Uniform Investment Adviser Law Examination
    2019-07-29
  • S63 Uniform Securities Agent State Law Examination
    2003-10-02
Designations
Other Names
  • Gregory Leland Zane
  • Gregory Zane

View on SEC IAPD

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MUTUAL ADVISORS, LLC · Roseville, CA
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COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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