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Zachary L. Willey

Strategic Advisers LLC

St. Augustine, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St. Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Brokerage Services Llc Jacksonville FL 06/2018 Present
Wells Fargo Jacksonville FL 10/2017 06/2018
University Of North Florida Jacksonville FL 08/2016 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 10/2017 → 06/2018
    Wells Fargo
    Jacksonville, FL
  • 08/2016 → 04/2018
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-16
S63 Uniform Securities Agent State Law Examination 2018-07-24
  • S66 Uniform Combined State Law Examination
    2020-01-16
  • S63 Uniform Securities Agent State Law Examination
    2018-07-24
Designations
Other Names
  • Zachary Lee Willey
  • Zachary Willey

View on SEC IAPD

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