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Zachary Thomas Glantz

Strategic Advisers LLC

Merrimack, NH

Burlington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Burlington, MA • 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
Wegmans Food Markets Burlington MA 07/2019 08/2019
Wegmans Food Markets Burlington MA 12/2019 01/2020
Burlington Parks & Recreation Burlington MA 06/2017 08/2017
Fidelity Investments Merrimack NH 09/2022 Present
Wesleyan University Middletown CT 09/2018 05/2022
Buckingham, Browne & Nichols School Cambridge MA 09/2015 06/2018
Wesleyan University Middletown CT 01/2022 05/2022
True North Coffee, Inc. Burlington MA 09/2016 11/2016
Area Scouts Burlington MA 05/2020 08/2020
Unemployed Burlington MA 06/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 08/2019
    Wegmans Food Markets
    Burlington, MA
  • 12/2019 → 01/2020
    Wegmans Food Markets
    Burlington, MA
  • 06/2017 → 08/2017
    Burlington Parks & Recreation
    Burlington, MA
  • 09/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2018 → 05/2022
    Wesleyan University
    Middletown, CT
  • 09/2015 → 06/2018
    Buckingham, Browne & Nichols School
    Cambridge, MA
  • 01/2022 → 05/2022
    Wesleyan University
    Middletown, CT
  • 09/2016 → 11/2016
    True North Coffee, Inc.
    Burlington, MA
  • 05/2020 → 08/2020
    Area Scouts
    Burlington, MA
  • 06/2022 → 08/2022
    Unemployed
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-119772|OrgNmn:Coldwell Banker|Org Addr:Burlington,Massachuse,US|OBA Nature:Real Estate Agency|Invst Rel:Y|Title:Independent Contractor|Duties:I will be helping my mom run her practice on weekends by holding open houses, calling potential clients, etc. Clients are not related to Fidel|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Zachary Thomas Glantz
  • Zach Thomas Glantz
  • Zach Glantz

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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