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Zachary Joseph Walsh

Strategic Advisers LLC

Milwaukee, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-01
WI RA APPROVED 2026-06-03
  • TX RA
    APPROVED
    Since 2026-07-01
  • WI RA
    APPROVED
    Since 2026-06-03

Branch Locations

Milwaukee, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Baker Tilly Milwaukee WI 01/2024 04/2024
Baker Tilly Milwaukee WI 01/2024 04/2024
Baker Tilly Milwaukee WI 06/2023 08/2023
Mill Avenue Tacos Llc Tempe AZ 10/2022 12/2022
Unemployed Milwaukee WI 04/2024 12/2024
Unemployed Milwaukee WI 08/2022 09/2022
Unemployed Milwaukee WI 11/2025 01/2026
Uber Technologies Tempe AZ 01/2021 04/2021
Unemployed Milwaukee WI 05/2021 05/2022
Baker Tilly Milwaukee WI 01/2024 04/2024
Unemployed Milwaukee WI 10/2023 12/2023
Ernst & Young Milwaukee WI 01/2025 11/2025
Fidelity Investments Brookfield WI 01/2026 Present
Pineapple Supply Llc Tempe AZ 10/2022 10/2023
Unemployed Elm Grove WI 12/2015 09/2018
Einstein Bagels Brookfield WI 09/2018 05/2019
Stifel Brookfield WI 05/2022 08/2022
Unemployed Elm Grove WI 05/2019 12/2020
  • 01/2024 → 04/2024
    Baker Tilly
    Milwaukee, WI
  • 01/2024 → 04/2024
    Baker Tilly
    Milwaukee, WI
  • 06/2023 → 08/2023
    Baker Tilly
    Milwaukee, WI
  • 10/2022 → 12/2022
    Mill Avenue Tacos Llc
    Tempe, AZ
  • 04/2024 → 12/2024
    Unemployed
    Milwaukee, WI
  • 08/2022 → 09/2022
    Unemployed
    Milwaukee, WI
  • 11/2025 → 01/2026
    Unemployed
    Milwaukee, WI
  • 01/2021 → 04/2021
    Uber Technologies
    Tempe, AZ
  • 05/2021 → 05/2022
    Unemployed
    Milwaukee, WI
  • 01/2024 → 04/2024
    Baker Tilly
    Milwaukee, WI
  • 10/2023 → 12/2023
    Unemployed
    Milwaukee, WI
  • 01/2025 → 11/2025
    Ernst & Young
    Milwaukee, WI
  • 01/2026 → Present
    Fidelity Investments
    Brookfield, WI
  • 10/2022 → 10/2023
    Pineapple Supply Llc
    Tempe, AZ
  • 12/2015 → 09/2018
    Unemployed
    Elm Grove, WI
  • 09/2018 → 05/2019
    Einstein Bagels
    Brookfield, WI
  • 05/2022 → 08/2022
    Stifel
    Brookfield, WI
  • 05/2019 → 12/2020
    Unemployed
    Elm Grove, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22
Other Names
  • Zachary Joseph Walsh
  • Zachary Walsh

View on SEC IAPD

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