Zachary R. Stevens

Strategic Advisers LLC

Lewis Center, OH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Lewis Center, OH • United States

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • 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
Charles Schwab & Co., Inc.	Columbus	OH	01/2016	11/2019
Charles Schwab Bank	Columbus	OH	04/2018	11/2019
Td Ameritrade	Columbus	OH	02/2020	01/2021
Fidelity Investments	Columbus	OH	05/2021	Present
Unemployed	Columbus	OH	01/2021	04/2021
Fidelity Investments	Boston	MA	03/2025	Present

01/2016 → 11/2019

Charles Schwab & Co., Inc.

Columbus, OH
04/2018 → 11/2019

Charles Schwab Bank

Columbus, OH
02/2020 → 01/2021

Td Ameritrade

Columbus, OH
05/2021 → Present

Fidelity Investments

Columbus, OH
01/2021 → 04/2021

Unemployed

Columbus, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Columbus, OH
2020-03-19 → 2021-01-11

Td Ameritrade, Inc.

Columbus, OH
2020-03-19 → 2020-12-31

Td Ameritrade Investment Management, Llc

Columbus, OH
2016-06-06 → 2019-11-27

Charles Schwab & Co., Inc.

Richfield, OH

Westlake, OH

Columbus, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-03

S66 Uniform Combined State Law Examination

2016-06-03

Other Names

Zachary R Stevens
Zachary Stevens

View on SEC IAPD

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