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PZ

Paul J. Zarkowski

STRATEGIC ADVISERS LLC
TROY, MI
Some features on this profile are disabled
CRD#: 1847714
PZ

Professional summary

Paul J. Zarkowski, who also goes by Paul Joseph Zarkowski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Paul has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Joseph Zarkowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-102193|OrgNmn:Western Eagle Foundation|Org Addr:Temecula,California,US|OBA Nature:discount food and home goods w|Invst Rel:N|Title:Board member|Duties:Board of Directors that typically meet on a quarterly basis|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul J. Zarkowski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TROY, MI
Current

October 3, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 778 West Big Beaver Road, Troy, MI 48084
BD
CRD#: 7784
Troy, MI
Past

October 25, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TROY, MI
Past

March 23, 2023 - August 11, 2023

MORGAN STANLEY

BD
CRD#: 149777
Birmingham, MI
Past

October 30, 2010 - August 11, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Birmingham, MI
Past

October 27, 2010 - August 15, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Birmingham, MI
Past

November 13, 2009 - October 18, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PONTIAC, MI
Past

November 13, 2009 - October 18, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PONTIAC, MI
Past

February 27, 2009 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
WATERFORD, MI
Past

February 27, 2009 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
WATERFORD, MI
Past

September 24, 2008 - March 2, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TROY, MI
Past

July 10, 2007 - February 11, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
GROSSE POINTE, MI
Past

July 6, 2005 - February 11, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GROSSE POINTE, MI
Past

July 22, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

October 19, 1988 - July 7, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/5/2025)
RR
Illinois
(12/17/2024)
RR
Michigan
(10/3/2023)
IAR
Michigan
(3/31/2025)
RR
South Carolina
(10/30/2024)
RR
Texas
(6/17/2025)
IAR
Texas
(10/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1988
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Troy, MI

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