Zane Anthony Walters

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 06/2022
  Vector Marketing
  Norcross, GA
• 06/2017 → 08/2019
  Sweetwater Pools
  Sandy Springs, GA
• 08/2019 → 05/2020
  Darlington
  Rome, GA
• 06/2022 → 12/2022
  Office Of Information Technology
  Atlanta, GA
• 05/2025 → 10/2025
  Lpl Enterprise Llc
  Atlanta, GA
• 08/2023 → 05/2025
  Create X/Office Of Commercialization
  Atlanta, GA
• 10/2025 → Present
  Fidelity Investments
  Atlanta, GA
• 08/2020 → 05/2024
  Georgia Tech
  Atlanta, GA
• 08/2016 → 05/2019
  Northview High School
  Johns Creek, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-30

Other Names

• Zane Walters