Zachary Hickman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 07/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2020 → 08/2021
  Td Bank
  West Chester, PA
• 09/2019 → 05/2020
  Td Bank
  West Chester, PA
• 05/2019 → 09/2019
  Td Bank
  West Chester, PA
• 04/2017 → 12/2017
  Surfside Beach Oceanfront Hotel
  Surfside Beach, SC
• 08/2016 → 08/2018
  Coastal Carolina University
  Conway, SC
• 09/2018 → 04/2019
  Unemployed
  New Castle, DE
• 08/2022 → 09/2023
  Td Bank
  Wilmington, DE
• 10/2023 → Present
  Fidelity Investments
  Wilmington, DE
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wilmington, DE
• 2021-11-18 → 2022-08-04
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Other Names

• Zachary Hickman
• Zachary Marcus Hickman