Simon J Zalesky

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

• 06/2018 → 08/2018
  Children'S School Of Science
  Woods Hole, MA
• 06/2022 → 08/2022
  Woods Hole Inn
  Woods Hole, MA
• 12/2021 → 02/2022
  Kaid Health Inc
  Boston, MA
• 08/2018 → 06/2021
  Unemployed
  Duxbury, MA
• 05/2023 → 08/2023
  Apollo Intelligence
  Watertown, MA
• 08/2022 → 05/2023
  Unemployed
  Duxbury, MA
• 04/2018 → 06/2018
  Unemployed
  Wellesley, MA
• 08/2023 → 06/2024
  Unemployed
  Duxbury, MA
• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 08/2021
  Quicks Hole Taqueria
  Woods Hole, MA
• 02/2018 → 04/2018
  Dunkin Donuts Baskin Robins
  Wellesley, MA
• 06/2017 → 02/2018
  Children'S School Of Science
  Wellesley, MA
• 01/2014 → 06/2017
  Unemployed
  Wellesley, MA
• 02/2022 → 06/2022
  Unemployed
  Duxbury, MA
• 08/2021 → 12/2021
  Unemployed
  Duxbury, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Duxbury, MA
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-10-04

Other Names

• Simon J Zalesky
• Simon Zalesky