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Adam Zook

Strategic Advisers LLC

Bellevue, WA

Kirkland, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Kirkland, WA • 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
Ingram Financial Johnson City TN 06/2019 09/2019
Td Ameritrade Bellevue WA 06/2018 09/2018
The Odom Corporation Bellevue WA 06/2017 09/2017
Aldarra Golf Club Snoqualmie WA 06/2016 09/2016
Fidelity Investments Llc Bellevue WA 09/2020 Present
Full Time Education San Luis Obispo CA 09/2016 06/2017
Full Time Education San Luis Obispo CA 09/2017 06/2018
Full Time Education San Luis Obispo CA 09/2018 06/2019
Full Time Education San Luis Obispo CA 09/2019 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 09/2019
    Ingram Financial
    Johnson City, TN
  • 06/2018 → 09/2018
    Td Ameritrade
    Bellevue, WA
  • 06/2017 → 09/2017
    The Odom Corporation
    Bellevue, WA
  • 06/2016 → 09/2016
    Aldarra Golf Club
    Snoqualmie, WA
  • 09/2020 → Present
    Fidelity Investments Llc
    Bellevue, WA
  • 09/2016 → 06/2017
    Full Time Education
    San Luis Obispo, CA
  • 09/2017 → 06/2018
    Full Time Education
    San Luis Obispo, CA
  • 09/2018 → 06/2019
    Full Time Education
    San Luis Obispo, CA
  • 09/2019 → 06/2020
    Full Time Education
    San Luis Obispo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-31
S63 Uniform Securities Agent State Law Examination 2021-06-20
  • S66 Uniform Combined State Law Examination
    2022-03-31
  • S63 Uniform Securities Agent State Law Examination
    2021-06-20
Other Names
  • Adam John Zook

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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