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Zachary Lambert

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 8060946

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-22
TX RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Investments Greenwood Village CO 03/2025 Present
Zachary Lambert Stamford CT 07/2017 10/2017
Conductiv New York NY 03/2021 05/2023
Botsdocs/Turnquay Gaborone 10/2023 02/2025
Bfa Global Boston MA 11/2017 06/2018
Ideas42 New York NY 01/2019 05/2022
Bima Colombo 12/2016 06/2017
Arizona Eldercare Sedona AZ 05/2023 12/2024
Technoserve Mumbai 08/2016 12/2016
Zachary Lambert Stamford CT 07/2018 12/2018
  • 03/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2017 → 10/2017
    Zachary Lambert
    Stamford, CT
  • 03/2021 → 05/2023
    Conductiv
    New York, NY
  • 10/2023 → 02/2025
    Botsdocs/Turnquay
    Gaborone
  • 11/2017 → 06/2018
    Bfa Global
    Boston, MA
  • 01/2019 → 05/2022
    Ideas42
    New York, NY
  • 12/2016 → 06/2017
    Bima
    Colombo
  • 05/2023 → 12/2024
    Arizona Eldercare
    Sedona, AZ
  • 08/2016 → 12/2016
    Technoserve
    Mumbai
  • 07/2018 → 12/2018
    Zachary Lambert
    Stamford, CT
Other Businesses

OBA-117626|OrgNmn:BotsDocs|Org Addr:Gaborone,,BW|OBA Nature:Data as a Service (DaaS) firm |Invst Rel:N|Title:Officer|Duties:Occasional consultation. I handed off all day to day administration to my co-founder.|StrtDt:11-01-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2025-06-05
  • S66 Uniform Combined State Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2025-06-05

View on SEC IAPD

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