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Zackary Brian Wilson

Strategic Advisers LLC

Orinda, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orinda, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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 Investments San Francisco CA 06/2023 Present
California State University, Chico Chico CA 08/2021 05/2023
Diablo Valley College Pleasant Hill CA 09/2018 05/2021
Alhambra High School Martinez CA 09/2014 06/2018
Interwest Insurance Services Chico CA 08/2022 12/2022
Interwest Insurance Services Santa Rosa CA 06/2022 08/2022
The Village Pizzeria Novato CA 06/2022 08/2022
Signature Parking Walnut Creek CA 07/2019 12/2020
Conferencing Advisors San Clemente CA 09/2017 07/2019
Nob Hill Foods Martinez CA 03/2017 09/2017
Sugar Barge Resort And Marina Bethel Island CA 05/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    San Francisco, CA
  • 08/2021 → 05/2023
    California State University, Chico
    Chico, CA
  • 09/2018 → 05/2021
    Diablo Valley College
    Pleasant Hill, CA
  • 09/2014 → 06/2018
    Alhambra High School
    Martinez, CA
  • 08/2022 → 12/2022
    Interwest Insurance Services
    Chico, CA
  • 06/2022 → 08/2022
    Interwest Insurance Services
    Santa Rosa, CA
  • 06/2022 → 08/2022
    The Village Pizzeria
    Novato, CA
  • 07/2019 → 12/2020
    Signature Parking
    Walnut Creek, CA
  • 09/2017 → 07/2019
    Conferencing Advisors
    San Clemente, CA
  • 03/2017 → 09/2017
    Nob Hill Foods
    Martinez, CA
  • 05/2021 → 08/2021
    Sugar Barge Resort And Marina
    Bethel Island, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2023-09-12

View on SEC IAPD

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