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Zachary Inglis

Strategic Advisers LLC

Voorhees Township, NJ

Marlton, NJ

CRD 7022231

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Voorhees Township, NJ • United States

501 Route 73 South Suite N, Marlton, NJ 08053-9617 • 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
National Financial Services Llc Jersey City NJ 06/2016 05/2019
Axa Advisors, Llc New York NY 06/2019 06/2020
Equitable Advisors, Llc New York NY 06/2019 02/2021
Fidelity Investments Marlton NJ 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 05/2019
    National Financial Services Llc
    Jersey City, NJ
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2019 → 02/2021
    Equitable Advisors, Llc
    New York, NY
  • 02/2021 → Present
    Fidelity Investments
    Marlton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Marlton, NJ
  • 2019-09-27 → 2021-02-23
    Equitable Advisors, Llc
    Edison, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
  • S66 Uniform Combined State Law Examination
    2019-09-25
Other Names
  • Zachary David Inglis
  • Zachary Inglis
  • Zachary D Inglis

View on SEC IAPD

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