Zachary Perry

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Southgate, KY • United States

100 Magellan Way, Covington, KY 41015-1987 • 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

Organization	City	State	From	To
Fidelity Investments	Covington	KY	06/2021	Present
Divisions Inc	Newport	KY	06/2020	01/2021
Vendorpass (Paycor)	Cincinnati	OH	10/2019	06/2021
Northern Kentucky University	Highland Heights	KY	01/2018	05/2020
Northwestern Mutual	Cincinnati	OH	01/2019	06/2019
Castellini Co.	Wilder	KY	06/2017	12/2018
Fed Ex	Cincinnati	OH	12/2016	06/2017
Lids	Florence	KY	11/2015	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

06/2021 → Present

Fidelity Investments

Covington, KY
06/2020 → 01/2021

Divisions Inc

Newport, KY
10/2019 → 06/2021

Vendorpass (Paycor)

Cincinnati, OH
01/2018 → 05/2020

Northern Kentucky University

Highland Heights, KY
01/2019 → 06/2019

Northwestern Mutual

Cincinnati, OH
06/2017 → 12/2018

Castellini Co.

Wilder, KY
12/2016 → 06/2017

Fed Ex

Cincinnati, OH
11/2015 → 12/2016

Lids

Florence, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-14

S66 Uniform Combined State Law Examination

2021-10-14

View on SEC IAPD

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