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Zachary H Stewart

Strategic Advisers LLC

Cottage Grove, MN

Oakdale, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cottage Grove, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
Rochester Youth Hockey Association Rochester MN 11/2018 03/2020
The Loop Bar & Restaurant Rochester MN 06/2017 09/2017
Augsburg University Minneapolis MN 09/2019 12/2023
Morgan Stanley Rochester MN 11/2021 02/2022
Olsen Thielen Cpa'S Roseville MN 01/2023 08/2024
Fidelity Investments Oakdale MN 08/2024 Present
Red Robin Shoreview MN 10/2022 07/2024
Rochester Mayo Hs Rochester MN 08/2015 05/2019
Somerby Golf Club Byron MN 06/2018 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 03/2020
    Rochester Youth Hockey Association
    Rochester, MN
  • 06/2017 → 09/2017
    The Loop Bar & Restaurant
    Rochester, MN
  • 09/2019 → 12/2023
    Augsburg University
    Minneapolis, MN
  • 11/2021 → 02/2022
    Morgan Stanley
    Rochester, MN
  • 01/2023 → 08/2024
    Olsen Thielen Cpa'S
    Roseville, MN
  • 08/2024 → Present
    Fidelity Investments
    Oakdale, MN
  • 10/2022 → 07/2024
    Red Robin
    Shoreview, MN
  • 08/2015 → 05/2019
    Rochester Mayo Hs
    Rochester, MN
  • 06/2018 → 08/2022
    Somerby Golf Club
    Byron, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
    Saint Paul, MN
Other Businesses

OBA-123951|OrgNmn:Salem Sound HOA|Org Addr:Rochester,Minnesota,US|OBA Nature:Home owners assocoation for Sa|Invst Rel:N|Title:Labor|Duties:Twice a year, I will be helping with lake maintenance for residents of the HOA|StrtDt:11-01-25|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05

View on SEC IAPD

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