Zaccai Noe Leininger

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

• 03/2024 → Present
  Fidelity Investments
  Plano, TX
• 09/2023 → 03/2024
  Republic Finance
  Rowlett, TX
• 09/2023 → 03/2024
  Lakepointe Church
  Rockwall, TX
• 01/2022 → 05/2022
  Dent Recon
  Fort Worth, TX
• 03/2014 → 03/2024
  Z'S Lawncare
  Wylie, TX
• 09/2022 → 11/2022
  Precise Connections
  Duncanville, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rowlett, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20

Other Names

• Zaccai N Leininger
• Zaccai Noe Leininger