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Zakary Book

Strategic Advisers LLC

Denver, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-12
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Denver, CO • 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
Fidelity Investments Westlake TX 07/2022 Present
Boise State University Boise ID 08/2018 05/2022
Pontifex Capital Boise ID 08/2021 05/2022
Oakmont High School Roseville CA 08/2014 05/2018
Jacks Urban Eats Roseville CA 05/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2018 → 05/2022
    Boise State University
    Boise, ID
  • 08/2021 → 05/2022
    Pontifex Capital
    Boise, ID
  • 08/2014 → 05/2018
    Oakmont High School
    Roseville, CA
  • 05/2018 → 07/2018
    Jacks Urban Eats
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
S63 Uniform Securities Agent State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2023-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-11-04
Other Names
  • Zakary Michael Book
  • Zakary Book

View on SEC IAPD

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Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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