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Zoanne Gebhard

Strategic Advisers LLC

Rochester, NY

Rochester, NY

Grand Island, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-02
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Grand Island, NY • 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 Durham NC 12/2023 Present
Amazon.COm, Inc. Mebane NC 11/2023 12/2023
Instacart San Francisco CA 10/2023 12/2023
Xanterra Travel Collections Columbia Falls MT 05/2023 09/2023
Wegmans Food Markets Chapel Hill NC 09/2018 05/2023
Walt Disney Company Orlando FL 01/2018 07/2018
Campus Auxiliary Services Geneseo NY 03/2017 12/2017
Suny Geneseo Geneseo NY 08/2016 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Durham, NC
  • 11/2023 → 12/2023
    Amazon.COm, Inc.
    Mebane, NC
  • 10/2023 → 12/2023
    Instacart
    San Francisco, CA
  • 05/2023 → 09/2023
    Xanterra Travel Collections
    Columbia Falls, MT
  • 09/2018 → 05/2023
    Wegmans Food Markets
    Chapel Hill, NC
  • 01/2018 → 07/2018
    Walt Disney Company
    Orlando, FL
  • 03/2017 → 12/2017
    Campus Auxiliary Services
    Geneseo, NY
  • 08/2016 → 12/2018
    Suny Geneseo
    Geneseo, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-03-11
Other Names
  • Zoanne Marie Gebhard
  • Zoanne Gebhard

View on SEC IAPD

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Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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