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Zachary Reilly Siegel

Strategic Advisers LLC

Covington, KY

Boston, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
NH RA APPROVED 2026-07-28
TX RA APPROVED 2025-09-08
  • MA RA
    APPROVED
    Since 2026-08-11
  • NH RA
    APPROVED
    Since 2026-07-28
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Boston, MA • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Unemployed Chicago IL 09/2019 08/2021
Clifton Meadows Swim Club Cincinnati OH 05/2016 09/2016
Fidelity Investments Covington KY 05/2024 Present
Usa Balloonatics Llc Cincinnati OH 04/2022 05/2024
Totally Lit Events Llc Cincinnati OH 04/2022 02/2024
Unemployed Cincinnati OH 09/2016 08/2017
Clifton Market Cincinnati OH 08/2021 10/2021
Children'S Hospital Cincinnati Cincinnati OH 05/2019 09/2019
Loyola University Chicago IL 08/2017 05/2020
Children'S Hospital Cincinnati Cincinnati OH 08/2023 02/2024
Loyola University Chicago IL 02/2019 05/2019
Camargo Club Cincinnati OH 10/2021 06/2022
  • 09/2019 → 08/2021
    Unemployed
    Chicago, IL
  • 05/2016 → 09/2016
    Clifton Meadows Swim Club
    Cincinnati, OH
  • 05/2024 → Present
    Fidelity Investments
    Covington, KY
  • 04/2022 → 05/2024
    Usa Balloonatics Llc
    Cincinnati, OH
  • 04/2022 → 02/2024
    Totally Lit Events Llc
    Cincinnati, OH
  • 09/2016 → 08/2017
    Unemployed
    Cincinnati, OH
  • 08/2021 → 10/2021
    Clifton Market
    Cincinnati, OH
  • 05/2019 → 09/2019
    Children'S Hospital Cincinnati
    Cincinnati, OH
  • 08/2017 → 05/2020
    Loyola University
    Chicago, IL
  • 08/2023 → 02/2024
    Children'S Hospital Cincinnati
    Cincinnati, OH
  • 02/2019 → 05/2019
    Loyola University
    Chicago, IL
  • 10/2021 → 06/2022
    Camargo Club
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-10
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-10
Other Names
  • Zachary R Siegel
  • Zachary Siegel

View on SEC IAPD

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STRATEGIC ADVISERS LLC · COVINGTON, KY
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STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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