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Zachary P Wilson

Strategic Advisers LLC

Salt Lake City, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • 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
Laquinta Inn & Suites Logan UT 04/2016 10/2016
Identity Properties Park City UT 10/2016 05/2019
All Seasons Resorts Park City UT 08/2019 03/2020
Lespri Llc Park City UT 08/2019 02/2021
Salt Lake Community College Salt Lake City UT 08/2017 04/2019
Fidelity Investments Salt Lake City UT 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 10/2016
    Laquinta Inn & Suites
    Logan, UT
  • 10/2016 → 05/2019
    Identity Properties
    Park City, UT
  • 08/2019 → 03/2020
    All Seasons Resorts
    Park City, UT
  • 08/2019 → 02/2021
    Lespri Llc
    Park City, UT
  • 08/2017 → 04/2019
    Salt Lake Community College
    Salt Lake City, UT
  • 02/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-128808|OrgNmn:Vernon Guitar|Org Addr:Lehi,Utah,US|OBA Nature:Guitar Lessons|Invst Rel:N|Title:music teacher|Duties:teaching guitar after work|StrtDt:04-02-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2021-06-30
  • S66 Uniform Combined State Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2021-06-30
Other Names
  • Zach Wilson
  • Zachary Philip Wilson
  • Zachary Wilson

View on SEC IAPD

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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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