Todd Zimmerman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

Brooklyn, NY • 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

Organization	City	State	From	To
E*Trade Securities Llc	New York	NY	02/2016	08/2023
E*Trade Capital Management Llc	New York	NY	02/2016	08/2023
Morgan Stanley	New York	NY	03/2023	08/2023
Fidelity Investments	New York	NY	08/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

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

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

S66 Uniform Combined State Law Examination

2012-03-21
S63 Uniform Securities Agent State Law Examination

2007-04-16

Other Names

Todd Richard Zimmerman

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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