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Zachary Blankenship

Strategic Advisers LLC

Cincinnati, OH

Pleasant Plain, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Pleasant Plain, 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
Evangel University Springfield MO 09/2016 06/2017
Northern Kentucky University Highland Heights KY 09/2017 12/2019
Tri-State Parking Newport KY 02/2019 11/2019
Education At Work (Fidelity Investments) Cincinnati OH 10/2017 02/2019
Fidelity Brokerage Services, Llc. Covington KY 01/2020 Present
Evangel University Springfield MO 01/2017 05/2017
Ahresty Wilmington Corporation Wilmington OH 05/2017 09/2017
Big Ernies Pizza Hillsboro OH 03/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2017
    Evangel University
    Springfield, MO
  • 09/2017 → 12/2019
    Northern Kentucky University
    Highland Heights, KY
  • 02/2019 → 11/2019
    Tri-State Parking
    Newport, KY
  • 10/2017 → 02/2019
    Education At Work (Fidelity Investments)
    Cincinnati, OH
  • 01/2020 → Present
    Fidelity Brokerage Services, Llc.
    Covington, KY
  • 01/2017 → 05/2017
    Evangel University
    Springfield, MO
  • 05/2017 → 09/2017
    Ahresty Wilmington Corporation
    Wilmington, OH
  • 03/2016 → 09/2016
    Big Ernies Pizza
    Hillsboro, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-16
S63 Uniform Securities Agent State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2020-10-16
  • S63 Uniform Securities Agent State Law Examination
    2020-05-28
Other Names
  • Zachary James Blankenship
  • Zachary Blankenship

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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