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Zachary Tyler Smith

Strategic Advisers LLC

Redmond, WA

Bellevue, WA

Lynnwood, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-06
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States

2018 156Th Ave Suite 100, Bellevue, WA 98007-3825 • United States

Lynnwood, WA • 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
Pagliacci Pizza Seattle WA 01/2014 11/2018
Everett Community College Everett WA 09/2016 08/2018
Self-Employed Lynnwood WA 12/2018 11/2023
Domino'S Pizza Inc. Lynnwood WA 10/2019 10/2020
Modern Woodmen Of America Rock Island IL 11/2023 09/2024
Mwa Financial Services Inc. Rock Island IL 01/2024 09/2024
Fidelity Investments Redmond WA 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 11/2018
    Pagliacci Pizza
    Seattle, WA
  • 09/2016 → 08/2018
    Everett Community College
    Everett, WA
  • 12/2018 → 11/2023
    Self-Employed
    Lynnwood, WA
  • 10/2019 → 10/2020
    Domino'S Pizza Inc.
    Lynnwood, WA
  • 11/2023 → 09/2024
    Modern Woodmen Of America
    Rock Island, IL
  • 01/2024 → 09/2024
    Mwa Financial Services Inc.
    Rock Island, IL
  • 09/2024 → Present
    Fidelity Investments
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
  • 2024-08-16 → 2024-10-16
    Mwa Financial Services Inc.
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-04
  • S66 Uniform Combined State Law Examination
    2024-04-04
Other Names
  • Zachary Tyler Smith
  • Zachary T Smith

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

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