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Stephen Zarate

Strategic Advisers LLC

Kyle, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-11
  • TX RA
    APPROVED
    Since 2026-07-11

Branch Locations

Kyle, TX • 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
Kestra Investment Services, Llc Austin TX 08/2016 10/2021
Fidelity Investments Jacksonville FL 11/2021 Present
  • 08/2016 → 10/2021
    Kestra Investment Services, Llc
    Austin, TX
  • 11/2021 → Present
    Fidelity Investments
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2014-06-27
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2014-06-27
Other Names
  • Stephen Eli Zarate
  • Stephen Zarate

View on SEC IAPD

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