Zachary Sterner

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
CA	RA	APPROVED	2026-05-27
TX	RA	APPROVED	2026-05-27

CA RA
APPROVED

Since 2026-05-27
TX RA
APPROVED

Since 2026-05-27

Branch Locations

Vacaville, CA • 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
Church Of Jesus Christ Of Latter Day Saints	Independence	MO	08/2017	08/2019
Fidelity Investments	Salt Lake City	UT	06/2024	Present
Murdock Hyundai	Lindon	UT	08/2019	05/2021
Larry H Miller Ford	Provo	UT	08/2021	05/2022
Stewarts Lawn Care	Provo	UT	05/2021	08/2021
Rocky Mountain Reserve	Provo	UT	05/2022	06/2024
Specialties Automotive	Centerville	UT	01/2015	08/2017

08/2017 → 08/2019

Church Of Jesus Christ Of Latter Day Saints

Independence, MO
06/2024 → Present

Fidelity Investments

Salt Lake City, UT
08/2019 → 05/2021

Murdock Hyundai

Lindon, UT
08/2021 → 05/2022

Larry H Miller Ford

Provo, UT
05/2021 → 08/2021

Stewarts Lawn Care

Provo, UT
05/2022 → 06/2024

Rocky Mountain Reserve

Provo, UT
01/2015 → 08/2017

Specialties Automotive

Centerville, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-18
S63	Uniform Securities Agent State Law Examination	2025-04-25

S66 Uniform Combined State Law Examination

2026-05-18
S63 Uniform Securities Agent State Law Examination

2025-04-25

View on SEC IAPD

More in Vacaville, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor