Zachary Zilke

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Seattle, WA 98101-1706

Credentials

Series 66

Industry experience

7 years

About

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's unique financial planning needs. He has been with Fidelity Investments since 2018, initially serving as a Financial Representative, then as a Relationship Manager, before assuming his current role in 2022.

Throughout his tenure, Zachary has gained experience in client relationship management and financial planning, focusing on supporting clients in achieving their financial goals.

Outside of his professional responsibilities, Zachary enjoys outdoor activities including camping, golf, hiking, snowboarding, and swimming.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Location

1518 6 Th Ave

Seattle, WA 98101-1706

Most active in

Texas · Washington

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity brokerage Services LLC

2018 - Present (8 years)

Unemployed

2018 - 2018 (1 year)

Nimble Pharmacy

2018 - 2018 (1 year)

PepsiCo

2017 - 2018 (1 year)

University of Washington

2017 - 2017 (1 year)

University of Washington

2016 - 2017 (1 year)

University of Washington

2016 - 2016 (1 year)

PepsiCo

2016 - 2016 (1 year)

University of Washington

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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Shai W

Series 65

Suquamish, WA

Shai Weinbaum Investment Management

Active portfolio management
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