Zachary Thornton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 06/2020
  Axa Advisors Llc
  New York, NY
• 08/2016 → 05/2020
  Florida State University
  Tallahassee, FL
• 05/2019 → 08/2019
  Scott-Mcrae Automotive Group / Duval Motor Company
  Jacksonville, FL
• 08/2016 → 08/2018
  City Of Jacksonville
  Jacksonville, FL
• 05/2020 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Zachary Thornton
• Zachary Harrison Thornton