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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Sterling, VA • 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
Equitable Advisors, Llc New York NY 03/2023 07/2023
Homeservices Property Management Chantilly VA 12/2021 02/2023
Strathmore Flooring, Tile & Design Charleston SC 02/2021 11/2021
Bethesda Chimney Bethesda MD 10/2020 02/2021
Unemployed Summerville SC 03/2020 05/2020
Unemployed Summerville SC 09/2020 09/2020
Riggs Dc Washington DC 01/2020 03/2020
Wentworth Mansion Charleston SC 12/2018 11/2019
Lewis Barbecue Charleston SC 06/2016 07/2018
College Of Charleston Charleston SC 08/2015 12/2019
College Of Charleston Charleston SC 06/2020 08/2020
Professional Bartenders & Servers, Inc. Rockville MD 03/2023 07/2023
Fidelity Investments Ashburn VA 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → 07/2023
    New York, NY
  • 12/2021 → 02/2023
    Homeservices Property Management
    Chantilly, VA
  • 02/2021 → 11/2021
    Strathmore Flooring, Tile & Design
    Charleston, SC
  • 10/2020 → 02/2021
    Bethesda Chimney
    Bethesda, MD
  • 03/2020 → 05/2020
    Unemployed
    Summerville, SC
  • 09/2020 → 09/2020
    Unemployed
    Summerville, SC
  • 01/2020 → 03/2020
    Riggs Dc
    Washington, DC
  • 12/2018 → 11/2019
    Wentworth Mansion
    Charleston, SC
  • 06/2016 → 07/2018
    Lewis Barbecue
    Charleston, SC
  • 08/2015 → 12/2019
    College Of Charleston
    Charleston, SC
  • 06/2020 → 08/2020
    College Of Charleston
    Charleston, SC
  • 03/2023 → 07/2023
    Professional Bartenders & Servers, Inc.
    Rockville, MD
  • 07/2023 → Present
    Fidelity Investments
    Ashburn, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ashburn, VA
  • 2023-06-27 → 2023-07-12
    Falls Church, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22
Other Names
  • Zach Gaines Plaster

View on SEC IAPD

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