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Zachary Douglas Mouser

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7609214

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-21
CO RA APPROVED 2025-04-28
  • TX RA
    APPROVED
    Since 2025-11-21
  • CO RA
    APPROVED
    Since 2025-04-28

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Denver CO 07/2022 Present
Fidelity Investments Chesterfield MO 05/2020 08/2020
Eddie Bauer Naperville IL 01/2017 05/2018
Unemployed Chesterfield MO 08/2020 07/2022
Unemployed Naperville IL 05/2018 05/2020
Unemployed Naperville IL 08/2016 01/2017
  • 07/2022 → Present
    Fidelity Investments
    Denver, CO
  • 05/2020 → 08/2020
    Fidelity Investments
    Chesterfield, MO
  • 01/2017 → 05/2018
    Eddie Bauer
    Naperville, IL
  • 08/2020 → 07/2022
    Unemployed
    Chesterfield, MO
  • 05/2018 → 05/2020
    Unemployed
    Naperville, IL
  • 08/2016 → 01/2017
    Unemployed
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2024-12-18
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03

View on SEC IAPD

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