Ziad Dallo

CRD 3212483 · Fidelity Brokerage Services LLC · Novi, MI

IA RegisteredBroker

Also appears in the source record as: Ziad Aziz Dallo; Ziad Dallo; Ziad Aziz Franso

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 26SIESeries 7Series 6
Registered states (19): Arizona · California · Colorado · District Of Columbia · Florida · Georgia · Illinois · Kentucky · Massachusetts · Michigan · Missouri · New Jersey · North Carolina · Ohio · Oregon · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Novi, MI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Commerce Twp., MI · BD capacity

Jun 17, 2020 → present
Fidelity Brokerage Services LLCCurrent
Novi, MI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 24, 2020 → Mar 31, 2025
Cig Securities
BD capacity

Aug 16, 2018 → Aug 8, 2019
Cig Asset Management, Inc.
IA capacity

Aug 16, 2018 → Aug 8, 2019
Td Ameritrade, Inc.
IA capacity

Feb 2, 2011 → Aug 17, 2018
Td Ameritrade Investment Management, LLC
IA capacity

Feb 2, 2011 → Aug 17, 2018
Td Ameritrade, Inc.
BD capacity

Jan 26, 2011 → Aug 17, 2018
Chase Investment Services Corp.
IA capacity

Apr 9, 2010 → Nov 4, 2010
Chase Investment Services Corp.
BD capacity

Mar 30, 2010 → Nov 4, 2010
Invescor Wholesale Bd, Inc.
BD capacity

Jul 28, 2009 → Jan 11, 2010
Signator Investors, Inc.
BD capacity

Apr 26, 2007 → Jul 10, 2009
Pruco Securities, LLC.
BD capacity

Apr 5, 2002 → Apr 16, 2007
Capital Brokerage Corporation
BD capacity

Oct 7, 1999 → Nov 10, 1999

Source & corrections

Where this page comes from

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