Zachary D. Levy

CRD 7322031 · Fidelity Brokerage Services LLC · Los Gatos, CA

IA RegisteredBroker

Also appears in the source record as: Zachary Levy; Zachary Daniel Levy

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63Series 7TOSIE
Registered states (8): California · Massachusetts · Nevada · New York · North Carolina · Pennsylvania · Texas · Washington
Years in the industry (source record): 5
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 (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Los Gatos, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Brentwood, CA · BD capacity

Jan 26, 2024 → present
Fidelity Brokerage Services LLCCurrent
Los Gatos, CA · BC capacity

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

Feb 2, 2024 → Mar 31, 2025
Morgan Stanley
IA capacity

Sep 5, 2023 → Jan 23, 2024
Morgan Stanley
BD capacity

Mar 28, 2023 → Jan 23, 2024
E*trade Capital Management, LLC
IA capacity

Sep 9, 2022 → Sep 5, 2023
E*trade Securities LLC
BD capacity

Aug 15, 2022 → Sep 5, 2023
Td Ameritrade, Inc.
BD capacity

Mar 22, 2021 → Jul 7, 2022

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7322031 ↗ FINRA BrokerCheck record for CRD 7322031 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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