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Zacary White

Strategic Advisers LLC

Rancho Santa Margarita, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Rancho Santa Margarita, CA • 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
Unemployed Rancho Santa Margarita CA 05/2022 08/2022
Equitable Advisors, Llc New York NY 08/2022 02/2023
Capistrano Valley High School Mission Viejo CA 08/2014 06/2018
California State University Chico Chico CA 08/2018 05/2022
Lake Mission Viejo Association Mission Viejo CA 04/2017 08/2018
Big 5 Sporting Goods Rancho Santa Margarita CA 05/2020 08/2020
Arroyo Trabuco Golf Club Mission Viejo CA 05/2021 08/2021
Fidelity Investments Salt Lake UT 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 08/2022
    Unemployed
    Rancho Santa Margarita, CA
  • 08/2022 → 02/2023
    Equitable Advisors, Llc
    New York, NY
  • 08/2014 → 06/2018
    Capistrano Valley High School
    Mission Viejo, CA
  • 08/2018 → 05/2022
    California State University Chico
    Chico, CA
  • 04/2017 → 08/2018
    Lake Mission Viejo Association
    Mission Viejo, CA
  • 05/2020 → 08/2020
    Big 5 Sporting Goods
    Rancho Santa Margarita, CA
  • 05/2021 → 08/2021
    Arroyo Trabuco Golf Club
    Mission Viejo, CA
  • 03/2023 → Present
    Fidelity Investments
    Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2022-11-01 → 2022-11-21
    Equitable Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-03
S66 Uniform Combined State Law Examination 2022-10-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-03
  • S66 Uniform Combined State Law Examination
    2022-10-25
Other Names
  • Zacary Wanger

View on SEC IAPD

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