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Zachary K. Richards

Strategic Advisers LLC

Greenwood Village, CO

Parker, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Parker, CO • 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
Fidelity Investments Greenwood Village CO 07/2021 Present
Full-Time Education (University Of Wyoming) Laramie WY 08/2019 05/2021
Cascade Coffee Shop Casper WY 12/2020 07/2021
Dick'S Sporting Goods Casper WY 05/2019 08/2019
Full-Time Education (University Of Wyoming) Laramie WY 08/2018 05/2019
Dick'S Sporting Goods Casper WY 05/2018 08/2018
Full-Time Education (University Of Wyoming) Laramie WY 08/2017 05/2018
Full-Time Education (Kelly Walsh High School) Casper WY 08/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2019 → 05/2021
    Full-Time Education (University Of Wyoming)
    Laramie, WY
  • 12/2020 → 07/2021
    Cascade Coffee Shop
    Casper, WY
  • 05/2019 → 08/2019
    Dick'S Sporting Goods
    Casper, WY
  • 08/2018 → 05/2019
    Full-Time Education (University Of Wyoming)
    Laramie, WY
  • 05/2018 → 08/2018
    Dick'S Sporting Goods
    Casper, WY
  • 08/2017 → 05/2018
    Full-Time Education (University Of Wyoming)
    Laramie, WY
  • 08/2013 → 06/2017
    Full-Time Education (Kelly Walsh High School)
    Casper, WY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2021-12-10
Other Names
  • Zachary Kade Thomas Richards
  • Zachary Richards

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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