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Zachary S. Woodring

Strategic Advisers LLC

Westlake, OH

Lakewood, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-31
TX RA APPROVED 2026-03-31
  • OH RA
    APPROVED
    Since 2026-03-31
  • TX RA
    APPROVED
    Since 2026-03-31

Branch Locations

1800 Crocker Road, Westlake, OH 44145-6958 • United States

Lakewood, OH • 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
Charles Schwab & Co., Inc. Richfield OH 06/2019 07/2021
The Huntington National Bank Fairview Park OH 10/2015 06/2019
Fidelity Investments Westlake OH 07/2021 Present
  • 06/2019 → 07/2021
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 10/2015 → 06/2019
    The Huntington National Bank
    Fairview Park, OH
  • 07/2021 → Present
    Fidelity Investments
    Westlake, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-23
  • S66 Uniform Combined State Law Examination
    2026-03-23
Other Names
  • Zachary Woodring
  • Zachary Scott Woodring
  • Zachary S Woodring

View on SEC IAPD

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Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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