Zachary T. Heath
STRATEGIC ADVISERS LLC | Planning Consultant
SAINT LOUIS, MO
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CRD#: 5641863
Professional summary
Zachary Taylor Heath is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Louis, Missouri and FIDELITY BROKERAGE SERVICES LLC located in St. Louis, Missouri.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Zachary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Planning Consultant, my role is to work with clients in planning for their financial futures. I gain an understanding of each client's specific financial needs and goals, working to implement a comprehensive plan that allows us to build a road map to meet those goals. I maintain an ongoing relationship with my clients, continuing to monitor, review and adjust their plans as each client's situation changes over time.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Taylor Heath's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Saint Louis University
Bachelor of Business Administration - Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131RIA
CRD#: 104555
SAINT LOUIS, MO
Current
October 13, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131BD
CRD#: 7784
St. Louis, MO
Past
October 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ST. LOUIS, MO
Past
January 25, 2013 - December 9, 2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ST. LOUIS, MO
Past
January 25, 2013 - December 9, 2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
October 20, 2010 - July 21, 2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ST. LOUIS, MO
Past
October 8, 2010 - July 21, 2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
November 26, 2009 - September 9, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ST. LOUIS, MO
Past
November 10, 2009 - September 9, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/14/2024)
RR
California(4/16/2024)
RR
Florida(7/21/2023)
RR
Illinois(10/13/2022)
RR
Iowa(8/2/2024)
RR
Kentucky(10/27/2025)
RR
Maryland(4/16/2024)
RR
Massachusetts(6/26/2024)
RR
Minnesota(6/23/2025)
RR
Missouri(10/13/2022)
IAR
Missouri(3/31/2025)
RR
New Jersey(6/23/2025)
RR
North Carolina(9/26/2024)
RR
South Carolina(8/14/2024)
RR
Tennessee(4/17/2024)
RR
Texas(7/25/2023)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
