Zachary Ryan Goodwin

Strategic Advisers LLC

Simpsonville, SC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-09
TX	RA	APPROVED	2026-02-09

SC RA
APPROVED

Since 2026-02-09
TX RA
APPROVED

Since 2026-02-09

Branch Locations

Simpsonville, SC • 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

Organization	City	State	From	To
Unemployed	Spartanburg	SC	08/2024	03/2025
Unemployed	Brentwood	CA	07/2020	08/2020
Student	Brentwood	CA	07/2007	06/2020
Student	Tucson	AZ	08/2020	08/2023
Fidelity Investments	Columbia	SC	03/2025	Present
Kestra Investment Services Llc	Spartansburg	SC	06/2024	08/2024
The University Of Arizona	Tucson	AZ	01/2022	12/2022
Elevation Wealth Partners	Santa Fe	NM	02/2023	08/2024
Safeway	Tucson	AZ	08/2021	12/2021

08/2024 → 03/2025

Unemployed

Spartanburg, SC
07/2020 → 08/2020

Unemployed

Brentwood, CA
07/2007 → 06/2020

Student

Brentwood, CA
08/2020 → 08/2023

Student

Tucson, AZ
03/2025 → Present

Fidelity Investments

Columbia, SC
06/2024 → 08/2024

Kestra Investment Services Llc

Spartansburg, SC
01/2022 → 12/2022

The University Of Arizona

Tucson, AZ
02/2023 → 08/2024

Elevation Wealth Partners

Santa Fe, NM
08/2021 → 12/2021

Safeway

Tucson, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-06
S63	Uniform Securities Agent State Law Examination	2025-05-16

S66 Uniform Combined State Law Examination

2026-02-06
S63 Uniform Securities Agent State Law Examination

2025-05-16

Other Names

Zachary Goodwin

View on SEC IAPD

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