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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-07-18
PA RA APPROVED 2025-07-17
TX RA APPROVED 2025-07-17
  • WV RA
    APPROVED
    Since 2025-07-18
  • PA RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Morgantown, WV • 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
State Farm Morgantown WV 01/2025 04/2025
Cleveland Browns Cleveland OH 08/2019 01/2021
West Virginia University Morgantown WV 08/2021 01/2025
Unemployed Warren PA 08/2018 08/2019
Fidelity Investments Cranberry Twp PA 05/2025 Present
Unemployed Warren PA 01/2021 08/2021
Whirley-Drinkworks! Warren PA 04/2016 08/2018
Lowes Warren PA 05/2020 08/2020
  • 01/2025 → 04/2025
    State Farm
    Morgantown, WV
  • 08/2019 → 01/2021
    Cleveland Browns
    Cleveland, OH
  • 08/2021 → 01/2025
    West Virginia University
    Morgantown, WV
  • 08/2018 → 08/2019
    Unemployed
    Warren, PA
  • 05/2025 → Present
    Fidelity Investments
    Cranberry Twp, PA
  • 01/2021 → 08/2021
    Unemployed
    Warren, PA
  • 04/2016 → 08/2018
    Whirley-Drinkworks!
    Warren, PA
  • 05/2020 → 08/2020
    Lowes
    Warren, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20
Other Names
  • Zachary Fincher

View on SEC IAPD

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