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Zachary Mcmillan

Strategic Advisers LLC

American Fork, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-15
UT RA APPROVED 2025-10-30
  • TX RA
    APPROVED
    Since 2026-05-15
  • UT RA
    APPROVED
    Since 2025-10-30

Branch Locations

American Fork, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Onesource Software Solutions Orem UT 05/2022 08/2022
Byu Student Alumni Provo UT 08/2022 04/2023
Anglepoint Lindon UT 05/2023 06/2025
Missionary Training Center Provo UT 08/2019 04/2022
Alder Holdings, Llc Vineyard UT 07/2021 05/2022
Byu Marriot School Of Business Provo UT 08/2022 12/2022
Church Of Jesus Christ Of Latter Day Saints Provo UT 08/2017 07/2019
Clicklease West Valley UT 05/2022 08/2022
Fidelity Investments Salt Lake City UT 06/2025 Present
Self Employed - Salt Of The Earth North Salt Lake UT 04/2015 08/2017
Snap Finance West Valley UT 02/2021 09/2021
  • 05/2022 → 08/2022
    Onesource Software Solutions
    Orem, UT
  • 08/2022 → 04/2023
    Byu Student Alumni
    Provo, UT
  • 05/2023 → 06/2025
    Anglepoint
    Lindon, UT
  • 08/2019 → 04/2022
    Missionary Training Center
    Provo, UT
  • 07/2021 → 05/2022
    Alder Holdings, Llc
    Vineyard, UT
  • 08/2022 → 12/2022
    Byu Marriot School Of Business
    Provo, UT
  • 08/2017 → 07/2019
    Church Of Jesus Christ Of Latter Day Saints
    Provo, UT
  • 05/2022 → 08/2022
    Clicklease
    West Valley, UT
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2015 → 08/2017
    Self Employed - Salt Of The Earth
    North Salt Lake, UT
  • 02/2021 → 09/2021
    Snap Finance
    West Valley, UT
Other Businesses

OBA-122574|OrgNmn:Data Entry|Org Addr:American F,Utah,US|OBA Nature:I input data from physical for|Invst Rel:N|Title:Data Entry Specialist|Duties:I input data from physical forms into online databases for my Uncle's business during the evening hours after my Fidelity job ends|StrtDt:02-14-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28

View on SEC IAPD

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