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Zackary G Toomb

Strategic Advisers LLC

Kaysville, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kaysville, UT • 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
Fidelity Brokerage Services,Llc Salt Lake City UT 08/2006 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Brokerage Services,Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kaysville, UT
  • 2007-12-20 → 2018-05-16
    Strategic Advisers Llc
    Salt Lake City, UT
    Kaysville, UT
  • 2006-03-03 → 2006-08-14
    Wells Fargo Investments, Llc
    Bountiful, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-27
  • S66 Uniform Combined State Law Examination
    2006-02-27
Other Names
  • Zackary Gary Toomb

View on SEC IAPD

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