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Zachary William Southcott

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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

Denver, 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
Mcdonalds Rochester NY 08/2016 05/2017
Seabreeze Amusement Park Rochester NY 06/2017 08/2017
Walmart Geneseo NY 09/2018 10/2018
Pizzeria Americana Rochester NY 12/2018 07/2021
Rochester Institute Of Technology Rochester NY 06/2018 08/2019
State University Of New York At Geneseo Geneseo NY 08/2017 05/2021
Instacart Rochester NY 12/2020 03/2021
Doordash Rochester NY 06/2021 06/2021
Keybank Rochester NY 06/2020 08/2020
Fidelity Investments Denver CO 07/2021 Present
Greece Arcadia High School Rochester NY 06/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Mcdonalds
    Rochester, NY
  • 06/2017 → 08/2017
    Seabreeze Amusement Park
    Rochester, NY
  • 09/2018 → 10/2018
    Walmart
    Geneseo, NY
  • 12/2018 → 07/2021
    Pizzeria Americana
    Rochester, NY
  • 06/2018 → 08/2019
    Rochester Institute Of Technology
    Rochester, NY
  • 08/2017 → 05/2021
    State University Of New York At Geneseo
    Geneseo, NY
  • 12/2020 → 03/2021
    Instacart
    Rochester, NY
  • 06/2021 → 06/2021
    Doordash
    Rochester, NY
  • 06/2020 → 08/2020
    Keybank
    Rochester, NY
  • 07/2021 → Present
    Fidelity Investments
    Denver, CO
  • 06/2013 → 06/2017
    Greece Arcadia High School
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-117896|OrgNmn:Learning Without Borders |Org Addr:Denver ,Colorado,US|OBA Nature:Education - Traveling to under|Invst Rel:N|Title:Partner|Duties:To ensure the logistics of travel and create curriculum for kids |StrtDt:04-21-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2021-12-15
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2021-12-15

View on SEC IAPD

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DENNIS EDWARD MARSHALL

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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