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Zachary R Clifton

Strategic Advisers LLC

Fairlawn, OH

Uniontown, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States

Uniontown, OH • 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
Charles Schwab & Co., Inc. Richfield OH 12/2015 05/2021
Charles Schwab Bank Richield OH 12/2015 05/2021
Fidelity Brokerage Services Fairlawn OH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 05/2021
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 12/2015 → 05/2021
    Charles Schwab Bank
    Richield, OH
  • 06/2021 → Present
    Fidelity Brokerage Services
    Fairlawn, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-10
  • S66 Uniform Combined State Law Examination
    2012-12-10
Designations
Other Names
  • Zachary Ryan Clifton
  • Zachary Clifton

View on SEC IAPD

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Other Offices

PFS INVESTMENTS INC. · FAIRLAWN, OH
PFS INVESTMENTS INC. · FAIRLAWN, OH
TCM WEALTH ADVISORS · FAIRLAWN, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
PNC WEALTH MANAGEMENT LLC · FAIRLAWN, OH
CITIZENS SECURITIES, INC. · FAIRLAWN, OH
LPL FINANCIAL LLC · FAIRLAWN, OH
U.S. BANCORP ADVISORS, LLC · Fairlawn, OH

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