Best Investors Account Sign in
Claim This Profile
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

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Katy, 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
Fidelity Brokerage Services Llc Covington KY 03/2019 Present
Northwestern Mutual Lexington KY 05/2018 02/2019
Georgetown College Georgetown KY 08/2014 05/2018
Local 5 Stagehands Cincinnati KY 06/2014 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 05/2018 → 02/2019
    Northwestern Mutual
    Lexington, KY
  • 08/2014 → 05/2018
    Georgetown College
    Georgetown, KY
  • 06/2014 → 03/2019
    Local 5 Stagehands
    Cincinnati, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-30
  • S66 Uniform Combined State Law Examination
    2019-09-30
Other Names
  • Zachary A Harris
  • Zachary Harris

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Katy, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor