Zachary Daly

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Medford, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	05/2021	Present
Total Wine & More	Danvers	MA	06/2018	05/2021
Rbi Boston	Malden	MA	05/2019	07/2019
Quinnipiac University Intramurals	Hamden	CT	10/2017	05/2019
Quinnipiac University Poll	Hamden	CT	09/2016	05/2017
Market Basket	Danvers	MA	07/2015	01/2018
Quinnipiac University	Hamden	CT	08/2015	05/2020
Fidelity Investments	Boston	MA	03/2025	Present

05/2021 → Present

Fidelity Investments

Merrimack, NH
06/2018 → 05/2021

Total Wine & More

Danvers, MA
05/2019 → 07/2019

Rbi Boston

Malden, MA
10/2017 → 05/2019

Quinnipiac University Intramurals

Hamden, CT
09/2016 → 05/2017

Quinnipiac University Poll

Hamden, CT
07/2015 → 01/2018

Market Basket

Danvers, MA
08/2015 → 05/2020

Quinnipiac University

Hamden, CT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-07

S66 Uniform Combined State Law Examination

2021-09-07

Other Names

Zachary Paul Daly
Zachary Daly

View on SEC IAPD

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