Zachary P. Cleveland

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 05/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2012 → 05/2017
  Unemployed
  Chandler, AZ
• 08/2016 → 05/2020
  Chandler-Gilbert Community College
  Chandler, AZ
• 08/2020 → 08/2022
  Arizona State University
  Tempe, AZ
• 03/2020 → 08/2022
  Starbucks
  Gilbert, AZ
• 06/2018 → 07/2024
  Self-Employed
  Phoenix, AZ
• 07/2024 → Present
  Fidelity Investments
  Phoenix, AZ
• 05/2023 → 06/2024
  Solutions First Financial Group
  Chandler, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Zach Paul Cleveland
• Zachary Cleveland
• Zachary Paul Cleveland
• Zachary P Cleveland