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Zachary Bowen

Strategic Advisers LLC

Bedford, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bedford, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Td Ameritrade Southlake TX 02/2022 01/2023
Amazon Fort Worth TX 01/2022 02/2022
Unemployed Euless TX 12/2021 01/2022
Verizon Wireless Euless TX 12/2019 12/2021
Buffalo Wild Wings Bedford TX 08/2019 11/2019
Cotton Patch Cafe Bedford TX 09/2018 08/2019
Texas Wesleyan University Fort Worth TX 08/2018 12/2019
Cheddar's Scratch Kitchen Hurst TX 07/2018 09/2018
Walmart Hurst TX 08/2017 07/2018
Smash Burgers Arlington TX 03/2017 08/2017
Unemployed Hurst TX 03/2010 03/2017
Fidelity Investments Westlake TX 05/2024 Present
Spectrum North Richland Hils TX 04/2023 05/2023
Einstein Moving North Richland Hills TX 05/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 01/2023
    Td Ameritrade
    Southlake, TX
  • 01/2022 → 02/2022
    Amazon
    Fort Worth, TX
  • 12/2021 → 01/2022
    Unemployed
    Euless, TX
  • 12/2019 → 12/2021
    Verizon Wireless
    Euless, TX
  • 08/2019 → 11/2019
    Buffalo Wild Wings
    Bedford, TX
  • 09/2018 → 08/2019
    Cotton Patch Cafe
    Bedford, TX
  • 08/2018 → 12/2019
    Texas Wesleyan University
    Fort Worth, TX
  • 07/2018 → 09/2018
    Cheddar's Scratch Kitchen
    Hurst, TX
  • 08/2017 → 07/2018
    Walmart
    Hurst, TX
  • 03/2017 → 08/2017
    Smash Burgers
    Arlington, TX
  • 03/2010 → 03/2017
    Unemployed
    Hurst, TX
  • 05/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2023 → 05/2023
    Spectrum
    North Richland Hils, TX
  • 05/2023 → 04/2024
    Einstein Moving
    North Richland Hills, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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