Zachary Sholtz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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

Organization	City	State	From	To
Fidelity Investments	Durham	NC	10/2021	Present
Unemployed	Lexington	NC	10/2020	10/2021
Save-A-Lot Inc.	Lexington	NC	06/2018	10/2020
Publix	Boone	NC	03/2017	05/2018
Come Back Shack	Boone	NC	06/2016	03/2017
Fidelity Investments	Boston	MA	03/2025	Present

10/2021 → Present

Fidelity Investments

Durham, NC
10/2020 → 10/2021

Unemployed

Lexington, NC
06/2018 → 10/2020

Save-A-Lot Inc.

Lexington, NC
03/2017 → 05/2018

Publix

Boone, NC
06/2016 → 03/2017

Come Back Shack

Boone, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-12-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-25
S63	Uniform Securities Agent State Law Examination	2022-02-09

S66 Uniform Combined State Law Examination

2023-11-25
S63 Uniform Securities Agent State Law Examination

2022-02-09

Other Names

Zachary John-Michael Pack
Zachary John Sholtz

View on SEC IAPD

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