Zachary Laidlaw

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

• 02/2018 → 12/2020
  Td Ameritrade
  St Louis, MO
• 07/2017 → 11/2017
  Kohls
  Cherry Hill, NJ
• 06/2013 → 05/2017
  Pennsylvania State University
  State College, PA
• 07/2021 → Present
  Fidelity Investments
  West Chester, PA
• 01/2021 → 07/2021
  Traveling
  Travel, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2018-11-27 → 2020-11-20
  Td Ameritrade, Inc.
  St. Louis, MO
• 2018-11-27 → 2020-11-20
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-11-26
• S63 Uniform Securities Agent State Law Examination
  2018-04-03

Other Names

• Zack Laidlaw
• Zachary Joseph Laidlaw