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Zachary Israel

Strategic Advisers LLC

Tigard, OR

West Linn, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

West Linn, OR • 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
Thrivent Investment Management Inc Portland OR 06/2016 06/2019
Thrivent Financial Appleton WI 09/2016 11/2016
Thrivent Financial Appleton WI 11/2016 06/2019
Fisher Investments Camas WA 06/2019 02/2023
Fidelity Investments Tigard OR 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 06/2019
    Thrivent Investment Management Inc
    Portland, OR
  • 09/2016 → 11/2016
    Thrivent Financial
    Appleton, WI
  • 11/2016 → 06/2019
    Thrivent Financial
    Appleton, WI
  • 06/2019 → 02/2023
    Fisher Investments
    Camas, WA
  • 02/2023 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-03
S65 Uniform Investment Adviser Law Examination 2016-12-29
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2016-12-29
Other Names
  • Zachary Steven Israel
  • Zachary Israel

View on SEC IAPD

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Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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