Zackary Lippincott

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

• 03/2020 → 06/2021
  Lenape High School
  Medford, NJ
• 08/2021 → 05/2023
  West Chester University
  West Chester, PA
• 08/2024 → 05/2025
  West Chester University
  West Chester, PA
• 06/2021 → 08/2021
  Unemployed
  Mount Laurel, NJ
• 05/2025 → 04/2026
  Unemployed
  Mount Laurel, NJ
• 05/2024 → 08/2024
  Laurel Oak Wealth Management
  Marlton, NJ
• 09/2015 → 08/2017
  Harrington Middle Shcool
  Mount Laurel, NJ
• 05/2023 → 08/2023
  Kubik Maltbie
  Mount Laurel, NJ
• 08/2017 → 06/2019
  Lenape High School
  Medford, NJ
• 08/2023 → 05/2024
  West Chester University
  West Chester, PA
• 04/2026 → Present
  Fidelity Investments
  Marlton, NJ
• 06/2019 → 03/2020
  Joes Pizzeria
  Marlton, NJ

Other Businesses

OBA-129447|OrgNmn:Grailed|Org Addr:New York,New York,US|OBA Nature:I buy clothes, and resell onli|Invst Rel:N|Title:Online reseller|Duties:listing items on my seller page, if I make a sale, I print out a label and ship the item|StrtDt:04-23-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05

Other Names

• Zackary Lippincott
• Zackary Tyler Lippincott