Zachary Lefever

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

• 05/2020 → 07/2020
  Unemployed
  Centennial, CO
• 08/2014 → 05/2019
  Arapahoe High School
  Centennial, CO
• 08/2019 → 12/2019
  University Of Colorado Boulder
  Boulder, CO
• 01/2020 → 12/2022
  Grand Canyon University
  Phoenix, AZ
• 01/2023 → 04/2023
  Semester At Sea
  Fort Collins, CO
• 09/2019 → 02/2020
  Unemployed
  Centennial, CO
• 04/2020 → 05/2021
  Balance Athletica
  Denver, CO
• 07/2023 → 08/2023
  Nofie
  Centennial, CO
• 02/2020 → 12/2020
  The Herd Stop
  Phoenix, AZ
• 07/2024 → 09/2024
  Unemployed
  Oceanside, CA
• 10/2017 → 02/2019
  Jumpstreet
  Centennial, CO
• 08/2020 → 07/2023
  Auto Clean Freaks
  Centennial, CO
• 08/2023 → 07/2024
  Fidelity Investments
  Greenwood Village, CO
• 05/2015 → 09/2019
  Perfect Pools Colorado
  Centennial, CO
• 03/2020 → 08/2021
  Titan Armor
  Centennial, CO
• 01/2021 → 12/2022
  Grand Canyon University Fitness Center
  Phoenix, AZ
• 09/2024 → Present
  Fidelity Investments
  San Diego, CA
• 04/2022 → 09/2022
  Nofie
  Centennial, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA
  Oceanside, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2023-10-11

Other Names

• Zack Lefever