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Zachary Gerondale

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

CRD 7685553

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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
UT RA APPROVED 2025-05-30
TX RA APPROVED 2025-05-29
  • UT RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Education At Work Salt Lake City UT 05/2019 04/2021
Edwards Lifesciences Draper UT 04/2020 09/2020
City Of Longmont Longmont CO 01/2017 05/2017
Edwards Lifesciences Draper UT 05/2021 12/2021
Cotopaxi Salt Lake City UT 06/2022 12/2022
University Of Utah Salt Lake City UT 08/2018 12/2022
Unemployed/Student (Middle/High School) Salt Lake City UT 01/2005 07/2018
Fidelity Investments Salt Lake City UT 01/2023 Present
  • 05/2019 → 04/2021
    Education At Work
    Salt Lake City, UT
  • 04/2020 → 09/2020
    Edwards Lifesciences
    Draper, UT
  • 01/2017 → 05/2017
    City Of Longmont
    Longmont, CO
  • 05/2021 → 12/2021
    Edwards Lifesciences
    Draper, UT
  • 06/2022 → 12/2022
    Cotopaxi
    Salt Lake City, UT
  • 08/2018 → 12/2022
    University Of Utah
    Salt Lake City, UT
  • 01/2005 → 07/2018
    Unemployed/Student (Middle/High School)
    Salt Lake City, UT
  • 01/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
Other Businesses

OBA-126888|OrgNmn:Rental Income|Org Addr:Salt Lake ,Utah,US|OBA Nature:Duplex Rental|Invst Rel:Y|Title:LandLord|Duties:Collecting rent, maintinang property, nothing security related.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11

View on SEC IAPD

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