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Ryan Zarras

Strategic Advisers LLC

Sag Harbor, NY

CRD 6662017

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sag Harbor, 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
OrganizationCityStateFromTo
Vanguard Marketing Corporation Scottsdale AZ 06/2016 04/2021
Vanguard Advisers Inc Scottsdale AZ 12/2019 04/2021
The Vanguard Group Scottsdale AZ 06/2016 04/2021
Jpmorgan Chase Bank, N.A. Sag Harbor NY 10/2021 03/2022
J.P. Morgan Securities Llc Sag Harbor NY 10/2021 03/2022
Unemployed Scottsdale AZ 05/2021 09/2021
Fidelity Investments Southampton NY 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 04/2021
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 12/2019 → 04/2021
    Scottsdale, AZ
  • 06/2016 → 04/2021
    The Vanguard Group
    Scottsdale, AZ
  • 10/2021 → 03/2022
    Jpmorgan Chase Bank, N.A.
    Sag Harbor, NY
  • 10/2021 → 03/2022
    Sag Harbor, NY
  • 05/2021 → 09/2021
    Unemployed
    Scottsdale, AZ
  • 04/2022 → Present
    Fidelity Investments
    Southampton, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-98520|OrgNmn:Caddy|Org Addr:Southampto,New York,US|OBA Nature:carrying golf bags on a golf c|Invst Rel:N|Title:Caddy|Duties:carrying golf bags, helping people navigate golf course|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-12
S63 Uniform Securities Agent State Law Examination 2016-07-14
  • S66 Uniform Combined State Law Examination
    2019-11-12
  • S63 Uniform Securities Agent State Law Examination
    2016-07-14
Other Names
  • Zeke Zarras
  • Ryan Zarras
  • Ryan Mcarthur Ezekiel Zarras

View on SEC IAPD

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