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Zachary Chitwood

Strategic Advisers LLC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlotte, NC • 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
Robinhood Financial, Llc Charlotte NC 07/2021 08/2022
Burlington Beer Works Burlington NC 08/2020 07/2021
Uber Durham NC 07/2018 01/2020
Lost Province Brewery Boone NC 05/2017 10/2017
Appalachian Cookie Company Boone NC 08/2016 04/2017
Appalachian State University Boone NC 08/2013 05/2018
Unemployed Durham NC 02/2020 07/2020
Fidelity Investments Charlotte NC 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 08/2022
    Robinhood Financial, Llc
    Charlotte, NC
  • 08/2020 → 07/2021
    Burlington Beer Works
    Burlington, NC
  • 07/2018 → 01/2020
    Uber
    Durham, NC
  • 05/2017 → 10/2017
    Lost Province Brewery
    Boone, NC
  • 08/2016 → 04/2017
    Appalachian Cookie Company
    Boone, NC
  • 08/2013 → 05/2018
    Appalachian State University
    Boone, NC
  • 02/2020 → 07/2020
    Unemployed
    Durham, NC
  • 11/2022 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Zachary Chitwood
  • Zach Chitwood

View on SEC IAPD

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