Zachary Haag

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-11-26
TX	RA	APPROVED_RES	2025-11-23

KY RA
APPROVED

Since 2025-11-26
TX RA
APPROVED_RES

Since 2025-11-23

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Florence, KY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wesbanco Securities Llc	Newport	KY	12/2020	03/2022
Wesbanco Bank	Newport	KY	10/2019	03/2022
Unemployed	Florence	KY	09/2019	10/2019
Huntington Bank	Walton	KY	03/2017	09/2019
Papa Johns	Hyde Park	OH	03/2016	03/2017
Fidelity Investments	Covington	KY	03/2022	Present

12/2020 → 03/2022

Wesbanco Securities Llc

Newport, KY
10/2019 → 03/2022

Wesbanco Bank

Newport, KY
09/2019 → 10/2019

Unemployed

Florence, KY
03/2017 → 09/2019

Huntington Bank

Walton, KY
03/2016 → 03/2017

Papa Johns

Hyde Park, OH
03/2022 → Present

Fidelity Investments

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-01
S63	Uniform Securities Agent State Law Examination	2021-03-25

S66 Uniform Combined State Law Examination

2025-07-01
S63 Uniform Securities Agent State Law Examination

2021-03-25

Other Names

Zachary Robert Haag

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews