Zachary Seigal

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Ringwood, NJ • 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
College	Ewing	NJ	08/2020	05/2024
Fidelity Investments	Nanuet	NY	11/2024	Present
Management Planning Inc	Lawrenceville	NJ	05/2023	04/2024
Dunkin	Ringwood	NJ	07/2021	09/2021
Stop & Shop	Ringwood	NJ	03/2020	10/2020
Subway	Ringwood	NJ	12/2021	01/2023
High School	Ringwood	NJ	08/2016	02/2020
Unemployed	Ringwood	NJ	04/2024	10/2024
Fidelity Investments	Boston	MA	03/2025	Present

08/2020 → 05/2024

College

Ewing, NJ
11/2024 → Present

Fidelity Investments

Nanuet, NY
05/2023 → 04/2024

Management Planning Inc

Lawrenceville, NJ
07/2021 → 09/2021

Dunkin

Ringwood, NJ
03/2020 → 10/2020

Stop & Shop

Ringwood, NJ
12/2021 → 01/2023

Subway

Ringwood, NJ
08/2016 → 02/2020

High School

Ringwood, NJ
04/2024 → 10/2024

Unemployed

Ringwood, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-01-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Nanuet, NY

Ringwood, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-21

S66 Uniform Combined State Law Examination

2024-09-21

View on SEC IAPD

Other Firms

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

LPL FINANCIAL LLC

KIELY CAPITAL MANAGEMENT, INC.

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Jason Phillip Beswick

Eric Lee Brubaker

FRANK Charles WARD

THOMAS PATRICK ZINCKGRAF

BERNARD MARK KIELY

YVONNE CICETTI KIELY

WILLIAM MOUQUIN WEISS

JOSEPH HENDRICK

Other Offices

EDWARD JONES · MORRISTOWN, NJ

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ

LPL FINANCIAL LLC · MORRISTOWN, NJ

KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ

LPL FINANCIAL LLC · MORRISTOWN, NJ

MML INVESTORS SERVICES, LLC · Morristown, NJ

EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ

HIMCO, LLC · MORRISTOWN, NJ

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor