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Noah Allan Zahnd

Strategic Advisers LLC

Lincoln, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-29
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-08-29
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lincoln, CA • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2018 09/2020
California Polytechnic State University San Luis Obispo CA 09/2015 06/2018
Superior Court Of San Luis Obispo San Luis Obispo CA 09/2017 03/2018
Target San Luis Obispo CA 08/2017 09/2017
Cal Poly Corporation San Luis Obispo CA 09/2016 08/2017
Hobby Lobby Roseville CA 12/2017 01/2018
Robinhood Financial, Llc Tempe AZ 09/2020 04/2022
Divvy Homes San Francisco CA 04/2022 10/2022
Unemployed Tempe AZ 10/2022 12/2022
Fidelity Investments Merrimack NH 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 09/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2015 → 06/2018
    California Polytechnic State University
    San Luis Obispo, CA
  • 09/2017 → 03/2018
    Superior Court Of San Luis Obispo
    San Luis Obispo, CA
  • 08/2017 → 09/2017
    Target
    San Luis Obispo, CA
  • 09/2016 → 08/2017
    Cal Poly Corporation
    San Luis Obispo, CA
  • 12/2017 → 01/2018
    Hobby Lobby
    Roseville, CA
  • 09/2020 → 04/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 04/2022 → 10/2022
    Divvy Homes
    San Francisco, CA
  • 10/2022 → 12/2022
    Unemployed
    Tempe, AZ
  • 12/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-11-01 → 2020-10-13
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    2018-10-19
Other Names
  • Noah Allan Zahnd
  • Noah Zahnd

View on SEC IAPD

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