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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

ZACHARY BLUMENTHAL

Advisor at STRATEGIC ADVISERS LLC

SAUSALITO, CA

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Search this name across graphsid dfx:ria:beb3a005-d05b-9d64-7416-80fd3fd4aecf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 14, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 10, 2017
First registration: Apr 14, 2021
Dual registered: yes, broker-dealer
Other names: Zach Blumenthal|ZACHARY BLUMENTHAL|ZACHARY JOHN BLUMENTHAL
IAPD individual key: 6816392

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Apr 11, 2026	n/a	yes	SAUSALITO, CA	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 24, 2025	Feb 2, 2026	no	San Francisc, CA\|Hermosa Beach, CA\|San Francisco, CA\|Sausalito, CA\|Sausalito, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 14, 2022	Sep 7, 2023	no	San Francisco, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 14, 2022	Oct 14, 2022	no	San Francisco, CA\|San Francisco, CA\|OMAHA, NE	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 14, 2021	Jan 16, 2025	no	Corte Madera, CA\|San Francisco, CA\|San Francisco, CA\|San Francisco, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	STRATEGIC ADVISERS LLC	Feb 2, 2026	Apr 11, 2026	68	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Jan 16, 2025	Jul 14, 2022	-917	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CITIGROUP GLOBAL MARKETS INC.	Sep 7, 2023	Jun 24, 2025	656	Firm change after gap	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Jul 14, 2022	-92	Bulk transfer	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Apr 11, 2026 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 24, 2025 to Feb 2, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 14, 2021 to Jan 16, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 14, 2022 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 14, 2022 to Oct 14, 2022factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Zachary Blumenthal left Citigroup Global Markets Inc. for Strategic Advisers Llc (registered 2026-04-11)
Form ADVobserved 4 days ago
Occurred
Jan 16, 2025
Advisor changed firm
Zachary Blumenthal left Charles Schwab & Co., Inc. for Td Ameritrade, Inc. (registered 2022-07-14)
Form ADVobserved 4 days ago
Occurred
Sep 7, 2023
Advisor changed firm
Zachary Blumenthal left Td Ameritrade Investment Management, Llc for Citigroup Global Markets Inc. (registered 2025-06-24)
Form ADVobserved 4 days ago