ZACHARY R CLIFTON is an investment adviser representative (IAR) with state registration records since 2012, 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 | 2021-06-18 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2015-12-17 | 2021-05-25 | — |
| J.P. MORGAN SECURITIES LLC | 2014-12-16 | 2015-12-08 | — |
| CHARLES SCHWAB & CO., INC. | 2012-12-11 | 2014-12-18 | — |