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Zachary Peterson

Strategic Advisers LLC

Covington, KY

Fort Mitchell, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Mitchell, 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
OrganizationCityStateFromTo
Thermo Fisher Scientific Cincinnati OH 03/2024 09/2024
Synthomer Jefferson Hills PA 03/2022 03/2023
Unemployed Windsor CO 11/2021 03/2022
Northstar Bank Of Colorado Greeley CO 02/2015 11/2016
Nutrien Ag Solutions Loveland CO 11/2016 11/2021
Unemployed South Park PA 03/2023 03/2024
Fidelity Investments Covington KY 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → 09/2024
    Thermo Fisher Scientific
    Cincinnati, OH
  • 03/2022 → 03/2023
    Synthomer
    Jefferson Hills, PA
  • 11/2021 → 03/2022
    Unemployed
    Windsor, CO
  • 02/2015 → 11/2016
    Northstar Bank Of Colorado
    Greeley, CO
  • 11/2016 → 11/2021
    Nutrien Ag Solutions
    Loveland, CO
  • 03/2023 → 03/2024
    Unemployed
    South Park, PA
  • 09/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-15
  • S66 Uniform Combined State Law Examination
    2025-01-15
Other Names
  • Zachary Peterson
  • Zachary Scott Peterson

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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