ZACHARY F MARSHALL is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-08-13 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-06-29 | 2020-07-28 | — |
| UBS FINANCIAL SERVICES INC. | 2008-05-19 | 2012-07-06 | — |
| STRATEGIC ADVISERS LLC | 1998-08-27 | 2008-07-15 | — |