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Zachary Mosholder

Strategic Advisers LLC

Fairlawn, OH

Twinsburg, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States

Twinsburg, OH • 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
Miami University Oxford OH 01/2015 05/2018
J.P. Morgan Securities Llc Pepper Pike OH 07/2023 02/2024
Country Club Of Hudson Hudson OH 05/2015 08/2017
Maconachy Stradley Insurance North Canton OH 06/2020 10/2021
Fidelity Investments Fairlawn OH 02/2024 Present
Rine Insurance Group Tallmadge OH 11/2021 06/2023
Ch Robinson Chicago IL 04/2019 05/2020
Jpmorgan Chase Bank, N.A. Pepper Pike OH 07/2023 02/2024
Mosholder Realty Tallmadge OH 05/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 05/2018
    Miami University
    Oxford, OH
  • 07/2023 → 02/2024
    J.P. Morgan Securities Llc
    Pepper Pike, OH
  • 05/2015 → 08/2017
    Country Club Of Hudson
    Hudson, OH
  • 06/2020 → 10/2021
    Maconachy Stradley Insurance
    North Canton, OH
  • 02/2024 → Present
    Fidelity Investments
    Fairlawn, OH
  • 11/2021 → 06/2023
    Rine Insurance Group
    Tallmadge, OH
  • 04/2019 → 05/2020
    Ch Robinson
    Chicago, IL
  • 07/2023 → 02/2024
    Jpmorgan Chase Bank, N.A.
    Pepper Pike, OH
  • 05/2018 → 04/2019
    Mosholder Realty
    Tallmadge, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairlawn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
S63 Uniform Securities Agent State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2024-05-17
  • S63 Uniform Securities Agent State Law Examination
    2023-09-27
Other Names
  • Zach Ross Mosholder
  • Zach Mosholder
  • Zachary Ross Mosholder

View on SEC IAPD

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Other Investors

JULIE JANE SEELEY
DANNY DEAN EHMER
KEVIN LONGANECKER
KETAN INDULAL PAREKH
MATTHEW MIZE
RAFFAELLA OWENS
RUBY JAIN
LEONIDES PENA

Other Offices

PFS INVESTMENTS INC. · FAIRLAWN, OH
PFS INVESTMENTS INC. · FAIRLAWN, OH
TCM WEALTH ADVISORS · FAIRLAWN, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
PNC WEALTH MANAGEMENT LLC · FAIRLAWN, OH
CITIZENS SECURITIES, INC. · FAIRLAWN, OH
LPL FINANCIAL LLC · FAIRLAWN, OH
U.S. BANCORP ADVISORS, LLC · Fairlawn, OH

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