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Adam Zachary Schroeder

Strategic Advisers LLC

Ann Arbor, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ann Arbor, MI • United States

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • 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 Ann Arbor MI 06/2023 07/2023
Fidelity Investments Ann Arbor MI 07/2024 Present
Unemployed Ann Arbor MI 04/2024 07/2024
Demetrike Wells-O'BRien State Farm Ann Arbor MI 07/2023 04/2024
General Motors Milford MI 06/2016 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 07/2023
    Unemployed
    Ann Arbor, MI
  • 07/2024 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 04/2024 → 07/2024
    Unemployed
    Ann Arbor, MI
  • 07/2023 → 04/2024
    Demetrike Wells-O'BRien State Farm
    Ann Arbor, MI
  • 06/2016 → 06/2023
    General Motors
    Milford, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2024-12-02
Other Names
  • Adam Z Schroeder
  • Adam Zachary Strigle

View on SEC IAPD

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