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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
PA RA APPROVED 2026-04-24
  • PA RA
    APPROVED
    Since 2026-04-24

Branch Locations

Cranberry Township, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Invesetments Pittsburgh PA 02/2026 Present
Northwestern Mutual Pittsburgh PA 08/2025 02/2026
Unemployed Cranberry Twp PA 03/2025 08/2025
Washington Nationals Washington D.C. DC 02/2024 06/2024
Unemployed Cranberry Twp PA 06/2024 02/2025
Campeche Pirates Campeche 02/2025 03/2025
Unemployed Cranberry Township PA 09/2023 02/2024
Cincinnati Reds Cincinnati OH 07/2022 09/2022
Unemployed Cranberry Twp PA 09/2022 02/2023
Philadelphia Phillies Philadelphia PA 02/2023 09/2023
St Louis Cardinals St Louis MO 06/2021 07/2022
Toronto Blue Jays Toronto 06/2016 06/2021
  • 02/2026 → Present
    Fidelity Invesetments
    Pittsburgh, PA
  • 08/2025 → 02/2026
    Northwestern Mutual
    Pittsburgh, PA
  • 03/2025 → 08/2025
    Unemployed
    Cranberry Twp, PA
  • 02/2024 → 06/2024
    Washington Nationals
    Washington D.C., DC
  • 06/2024 → 02/2025
    Unemployed
    Cranberry Twp, PA
  • 02/2025 → 03/2025
    Campeche Pirates
    Campeche
  • 09/2023 → 02/2024
    Unemployed
    Cranberry Township, PA
  • 07/2022 → 09/2022
    Cincinnati Reds
    Cincinnati, OH
  • 09/2022 → 02/2023
    Unemployed
    Cranberry Twp, PA
  • 02/2023 → 09/2023
    Philadelphia Phillies
    Philadelphia, PA
  • 06/2021 → 07/2022
    St Louis Cardinals
    St Louis, MO
  • 06/2016 → 06/2021
    Toronto Blue Jays
    Toronto
Other Businesses

OBA-127233|OrgNmn:DoorDash inc|Org Addr:San Franci,California,US|OBA Nature:Delivery Driver|Invst Rel:N|Title:Independent Contractor|Duties:Order Deliveries|StrtDt:06-01-26|TotHrs/mon:36|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-15
  • S66 Uniform Combined State Law Examination
    2026-04-15
Other Names
  • Timothy Zeuch
  • Timothy James Zeuch

View on SEC IAPD

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