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Zachary Essex

Strategic Advisers LLC

Smithfield, RI

South Kingstown, RI

CRD 7948950

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • RI RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

South Kingstown, RI • 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
Town Of Bethlehem Delmar NY 06/2018 08/2018
Andrews Burger Shed Slingerlands NY 05/2020 08/2022
Unemployed Delmar NY 03/2024 06/2024
Unemployed Delmar NY 08/2022 06/2023
Undergraduate Student Kingston RI 09/2020 05/2024
Unemployed Delmar NY 03/2020 05/2020
Schools Out Inc Slingerlands NY 09/2019 03/2020
Unemployed Delmar NY 08/2018 09/2019
Fidelity Investments Smithfield RI 06/2024 Present
Devvmedia Kingston RI 06/2023 03/2024
Unemployed Delmar NY 01/2003 06/2018
  • 06/2018 → 08/2018
    Town Of Bethlehem
    Delmar, NY
  • 05/2020 → 08/2022
    Andrews Burger Shed
    Slingerlands, NY
  • 03/2024 → 06/2024
    Unemployed
    Delmar, NY
  • 08/2022 → 06/2023
    Unemployed
    Delmar, NY
  • 09/2020 → 05/2024
    Undergraduate Student
    Kingston, RI
  • 03/2020 → 05/2020
    Unemployed
    Delmar, NY
  • 09/2019 → 03/2020
    Schools Out Inc
    Slingerlands, NY
  • 08/2018 → 09/2019
    Unemployed
    Delmar, NY
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2023 → 03/2024
    Devvmedia
    Kingston, RI
  • 01/2003 → 06/2018
    Unemployed
    Delmar, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Zack Essex

View on SEC IAPD

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