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Zachary Dickey

Strategic Advisers LLC

Dallas, TX

Plano, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dallas, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Edward Jones St Louis MO 04/2017 07/2020
United Parcel Service Dallas TX 12/2016 04/2017
Ben E. Keith Dallas TX 04/2012 10/2016
Fidelity Investments Westlake TX 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 07/2020
    Edward Jones
    St Louis, MO
  • 12/2016 → 04/2017
    United Parcel Service
    Dallas, TX
  • 04/2012 → 10/2016
    Ben E. Keith
    Dallas, TX
  • 08/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2017-08-22 → 2020-07-29
    Edward Jones
    Dallas, TX
    St Louis, MO
    Dallas, TX
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-10
  • S66 Uniform Combined State Law Examination
    2017-06-10
Other Names
  • Zach Chase Dickey
  • Zachary Dickey
  • Zachary Chase Dickey

View on SEC IAPD

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