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Zachary Joseph Bock

Strategic Advisers LLC

Fort Myers, FL

Fort Myers, FL

Centennial, CO

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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

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States

Fort Myers, FL • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • 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 Greenwood Village CO 04/2019 Present
Chipotle Mexican Grill Greeley CO 03/2015 03/2019
University Of Northern Colorado Greeley CO 08/2016 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2015 → 03/2019
    Chipotle Mexican Grill
    Greeley, CO
  • 08/2016 → 12/2018
    University Of Northern Colorado
    Greeley, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Naples, FL
    Bonita Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
S63 Uniform Securities Agent State Law Examination 2019-07-09
  • S66 Uniform Combined State Law Examination
    2020-09-03
  • S63 Uniform Securities Agent State Law Examination
    2019-07-09
Designations
Other Names
  • Zach Bock

View on SEC IAPD

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SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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