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Zachary Todd

Strategic Advisers LLC

Marlton, NJ

Marlton, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Marlton, NJ • United States

501 Route 73 South Suite N, Marlton, NJ 08053-9617 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 10/2022 01/2023
Exp Realty Marlton NJ 04/2022 09/2022
Eplus Marlton NJ 06/2021 04/2022
Presidio King Of Prussia PA 08/2014 06/2021
Bank Of America, N.A. Pennington NJ 01/2023 08/2024
Fidelity Investments Marlton NJ 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 01/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 04/2022 → 09/2022
    Exp Realty
    Marlton, NJ
  • 06/2021 → 04/2022
    Eplus
    Marlton, NJ
  • 08/2014 → 06/2021
    Presidio
    King Of Prussia, PA
  • 01/2023 → 08/2024
    Bank Of America, N.A.
    Pennington, NJ
  • 08/2024 → Present
    Fidelity Investments
    Marlton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
  • S66 Uniform Combined State Law Examination
    2023-03-17

View on SEC IAPD

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