Todd Zimmerman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 08/2023
  E*Trade Securities Llc
  New York, NY
• 02/2016 → 08/2023
  E*Trade Capital Management Llc
  New York, NY
• 03/2023 → 08/2023
  Morgan Stanley
  New York, NY
• 08/2023 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2012-03-22 → 2023-08-18
  Harrisdirect Llc
  Arlington, VA
  New York, NY
  New York, NY
  New York, NY

Other Businesses

OBA-117354|OrgNmn:Wizard Hat Pizza|Org Addr:Brooklyn,New York,US|OBA Nature:Restaurant|Invst Rel:N|Title:Investor|Duties:Investor|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-03-21
• S63 Uniform Securities Agent State Law Examination
  2007-04-16

Other Names

• Todd Richard Zimmerman