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Ryan A. Zangeneh

Strategic Advisers LLC

Jacksonville, FL

CRD 5822863

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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
FL RA APPROVED 2025-09-23
TX RA APPROVED 2025-09-18
  • FL RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED
    Since 2025-09-18

Branch Locations

Jacksonville, FL • 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
Ernst & Young Llp New York NY 10/2018 12/2020
Withers Worldwide Llp New Haven CT 09/2021 02/2023
Kpmg Llp New York NY 08/2015 06/2017
Diserio Martin O'COnnor & Castiglioni Llp Stamford CT 01/2021 08/2021
Fox Rothschild Llp New York NY 03/2023 03/2024
University Of Miami School Of Law Coral Gables FL 06/2017 09/2018
Unemployed Highland Beach FL 04/2024 03/2025
Fidelity Investments Tallahassee FL 04/2025 Present
  • 10/2018 → 12/2020
    Ernst & Young Llp
    New York, NY
  • 09/2021 → 02/2023
    Withers Worldwide Llp
    New Haven, CT
  • 08/2015 → 06/2017
    Kpmg Llp
    New York, NY
  • 01/2021 → 08/2021
    Diserio Martin O'COnnor & Castiglioni Llp
    Stamford, CT
  • 03/2023 → 03/2024
    Fox Rothschild Llp
    New York, NY
  • 06/2017 → 09/2018
    University Of Miami School Of Law
    Coral Gables, FL
  • 04/2024 → 03/2025
    Unemployed
    Highland Beach, FL
  • 04/2025 → Present
    Fidelity Investments
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
  • S66 Uniform Combined State Law Examination
    2025-09-03
Other Names
  • Ryan Ashkun Zangeneh

View on SEC IAPD

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