Best Investors Account Sign in

Zackary C. Siegrist

Strategic Advisers LLC

Bay Village, OH

Orange, OH

Claim This Profile
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_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Bay Village, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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 Lyndhurst OH 04/2012 02/2022
Charles Schwab Bank Ssb Lyndhurst OH 10/2017 02/2022
Fidelity Investments Woodmere Village OH 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 02/2022
    Charles Schwab & Co., Inc
    Lyndhurst, OH
  • 10/2017 → 02/2022
    Charles Schwab Bank Ssb
    Lyndhurst, OH
  • 02/2022 → Present
    Fidelity Investments
    Woodmere Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2019-02-22 → 2022-01-11
    Charles Schwab & Co., Inc.
    Orange Village, OH
Other Businesses

OBA-110578|OrgNmn:23815 Knickerbocker Road LLC|Org Addr:Bay Villag,Ohio,US|OBA Nature:LLC for a rental property |Invst Rel:Y|Title:Managing member of LLC|Duties:Up keep of the home|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-01
S63 Uniform Securities Agent State Law Examination 2018-08-27
  • S66 Uniform Combined State Law Examination
    2019-07-01
  • S63 Uniform Securities Agent State Law Examination
    2018-08-27
Other Names
  • Zackary Christopher Siegrist
  • Zack Siegrist

View on SEC IAPD

More in Bay Village, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor