James P. Zidar

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

Authority	Category	Status	Date
NH	RA	APPROVED	2026-06-24
TX	RA	APPROVED_RES	2026-06-22

NH RA
APPROVED

Since 2026-06-24
TX RA
APPROVED_RES

Since 2026-06-22

Branch Locations

Nashua, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Merrimack	NH	06/2026	Present
Unemployed	Raleigh	NC	07/2022	12/2023
Fidelity Investments	Merrimack	NH	01/2026	Present
Stealz, Inc	Raleigh	NC	07/2012	11/2021
Unemployed	Durham	NC	02/2025	01/2026
Mdo Holdings	Raleigh	NC	11/2021	07/2022
Fedex	Durham	NC	12/2023	02/2025

06/2026 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
07/2022 → 12/2023

Unemployed

Raleigh, NC
01/2026 → Present

Fidelity Investments

Merrimack, NH
07/2012 → 11/2021

Stealz, Inc

Raleigh, NC
02/2025 → 01/2026

Unemployed

Durham, NC
11/2021 → 07/2022

Mdo Holdings

Raleigh, NC
12/2023 → 02/2025

Fedex

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-29

S66 Uniform Combined State Law Examination

2026-05-29

Other Names

James Zidar
James Zidar

View on SEC IAPD