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Zachary Blumenthal

Strategic Advisers LLC

Sausalito, CA

CRD 6816392

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-11
TX RA APPROVED 2026-04-11
  • CA RA
    APPROVED
    Since 2026-04-11
  • TX RA
    APPROVED
    Since 2026-04-11

Branch Locations

Sausalito, CA • 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
Wells Fargo Bank Na Mill Valley CA 12/2014 07/2019
Wells Fargo Clearing Services Llc Mill Valley CA 06/2017 07/2019
Charles Schwab Bank, Ssb San Francisco CA 07/2019 01/2025
Charles Schwab & Co., Inc. San Francisco CA 07/2019 01/2025
Td Ameritrade, Inc. San Francisco CA 07/2022 05/2024
Td Ameritrade Investment Management, Llc San Francisco CA 07/2022 09/2023
Citigroup San Francisco CA 05/2025 02/2026
Uber Eats Sausalito CA 01/2025 02/2026
Fidelity Investments San Francisco CA 02/2026 Present
  • 12/2014 → 07/2019
    Wells Fargo Bank Na
    Mill Valley, CA
  • 06/2017 → 07/2019
    Wells Fargo Clearing Services Llc
    Mill Valley, CA
  • 07/2019 → 01/2025
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 07/2019 → 01/2025
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 07/2022 → 05/2024
    Td Ameritrade, Inc.
    San Francisco, CA
  • 07/2022 → 09/2023
    Td Ameritrade Investment Management, Llc
    San Francisco, CA
  • 05/2025 → 02/2026
    Citigroup
    San Francisco, CA
  • 01/2025 → 02/2026
    Uber Eats
    Sausalito, CA
  • 02/2026 → Present
    Fidelity Investments
    San Francisco, CA
Previous Registrations
  • 2025-06-24 → 2026-02-02
    Citigroup Global Markets Inc.
    Sausalito, CA
    San Francisc, CA
    Sausalito, CA
    Hermosa Beach, CA
    San Francisco, CA
  • 2021-04-14 → 2025-01-16
    Charles Schwab & Co., Inc.
    Corte Madera, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2022-07-14 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Francisco, CA
  • 2022-07-14 → 2022-10-14
    Td Ameritrade, Inc.
    San Francisco, CA
    San Francisco, CA
    Omaha, NE
Other Businesses

OBA-127922|OrgNmn:DoorDash Inc.|Org Addr:San Franci,California,US|OBA Nature:Delivery|Invst Rel:N|Title:Driver|Duties:Food Delivery|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-127235|OrgNmn:UberEats|Org Addr:San Franci,California,US|OBA Nature:Driver|Invst Rel:N|Title:Independent Contractor|Duties:Deliver Food|StrtDt:01-13-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-06
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S66 Uniform Combined State Law Examination
    2021-05-06
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Designations
  • Certified Financial Planner
Other Names
  • Zach Blumenthal
  • Zachary Blumenthal
  • Zachary John Blumenthal

View on SEC IAPD

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