Zacharia Badawi

CRD 6854574 · Strategic Advisers LLC · The Villages, FL

IA RegisteredBroker

Also appears in the source record as: Zach Badawi; Zacharia Mohamed Badawi; Zach M Badawi; Zacharia Badawi

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 7TOSIESeries 6
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 8
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: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
The Villages, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Gainesville, FL · BD capacity

Oct 5, 2021 → present
Fidelity Personal And Workplace Advisors
IA capacity

Oct 18, 2021 → Mar 31, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Nov 24, 2020 → May 14, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Nov 12, 2020 → May 14, 2021
Charles Schwab & Co., Inc.
BD capacity

Jan 10, 2020 → Oct 27, 2020
Wells Fargo Clearing Services, LLC
BD capacity

Jan 30, 2018 → Jan 7, 2020

Source & corrections

Where this page comes from

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