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Zachary Clark Thurston

Strategic Advisers LLC

Spanish Fork, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Spanish Fork, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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
Fidelity Investments, Llc. American Fork UT 02/2020 Present
Utah Valley University Orem UT 08/2015 12/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → Present
    Fidelity Investments, Llc.
    American Fork, UT
  • 08/2015 → 12/2019
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
S63 Uniform Securities Agent State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2023-08-30
  • S63 Uniform Securities Agent State Law Examination
    2020-06-18
Other Names
  • Zach Thurston
  • Zachary Clark Thurston
  • Zachary Thurston

View on SEC IAPD

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