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Bailey Eugene Zdroik

Strategic Advisers LLC

Scottsdale, AZ

Middleton, WI

Scottsdale, AZ

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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
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Scottsdale, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 06/2021 09/2021
Marine Credit Union La Crosse WI 01/2021 05/2021
Four Seasons Landscaping La Crosse WI 07/2019 01/2021
Sams Club La Crosse WI 07/2019 09/2019
La Crosse Tribune La Crosse WI 03/2019 09/2019
Hr Block La Crosse WI 12/2018 04/2019
Ups La Crosse WI 12/2019 02/2020
Rosholt High School Rosholt WI 07/2013 09/2017
University Of Wisconsin La Crosse La Crosse WI 09/2016 05/2021
University Of Wisconsin La Crosse La Crosse WI 05/2018 05/2018
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2021 → 05/2021
    Marine Credit Union
    La Crosse, WI
  • 07/2019 → 01/2021
    Four Seasons Landscaping
    La Crosse, WI
  • 07/2019 → 09/2019
    Sams Club
    La Crosse, WI
  • 03/2019 → 09/2019
    La Crosse Tribune
    La Crosse, WI
  • 12/2018 → 04/2019
    Hr Block
    La Crosse, WI
  • 12/2019 → 02/2020
    Ups
    La Crosse, WI
  • 07/2013 → 09/2017
    Rosholt High School
    Rosholt, WI
  • 09/2016 → 05/2021
    University Of Wisconsin La Crosse
    La Crosse, WI
  • 05/2018 → 05/2018
    University Of Wisconsin La Crosse
    La Crosse, WI
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-16
S63 Uniform Securities Agent State Law Examination 2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2022-11-16
  • S63 Uniform Securities Agent State Law Examination
    2022-01-31
Other Names
  • Bailey Zdroik
  • Bailey Eugene Zdroik

View on SEC IAPD

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