Zack T. Kinsella

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

• 04/2015 → 07/2023
  Cantlers River Side Inn
  Annapolis, MD
• 05/2020 → 05/2020
  Amazon
  Baltimore, MD
• 06/2022 → 08/2022
  Lockton Companies
  Washington, DC
• 08/2015 → 04/2019
  The Severn School
  Severna Park, MD
• 08/2019 → 04/2020
  Furman University
  Greenville, SC
• 08/2020 → 04/2023
  Gettysburg College
  Gettysburg, PA
• 08/2023 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23

Other Names

• Zack Thomas Kinsella