Randy M. Jarzyna
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
TOMS RIVER, NJ
Some features on this profile are disabled
CRD#: 2751223
Professional summary
Randy M. Jarzyna, CFP®, who also goes by Randy Matthew Jarzyna, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Toms River, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Manalapan, New Jersey.
Randy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Randy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Biography
My entire career has been dedicated to providing financial planning to clients. The most important skill I feel I bring to the client relationship is a comprehensive approach that incorporates topics ranging from basic investing and income protection to comprehensive retirement and estate planning considerations. I value my client opinions, and I prove it by engaging them in discussions about their goals, objectives, and concerns.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randy Matthew Jarzyna
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Randy M. Jarzyna's 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®
Education
Stockton University
Bachelor of Business Administration - Finance
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 198 Rt 9 N Ste 106, Manalapan, NJ 07726RIA
CRD#: 104555
TOMS RIVER, NJ
Current
April 26, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 198 Rt 9 N Ste 106, Manalapan, NJ 07726BD
CRD#: 7784
Manalapan, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MANALAPAN, NJ
Past
May 12, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MANALAPAN, NJ
Past
May 10, 2005 - April 19, 2006
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
SHREWSBURY, NJ
Past
May 10, 2005 - April 19, 2006
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
August 2, 2004 - May 2, 2005
TD AMERITRADE, INC.
RIA
CRD#: 7870
EDISON, NJ
Past
August 2, 2004 - May 2, 2005
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
June 5, 2002 - July 27, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
, NJ
Past
October 21, 1998 - July 27, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
May 14, 1998 - October 19, 1998
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Past
May 19, 1997 - May 28, 1998
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
July 19, 1996 - May 27, 1997
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
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(8/14/2017)
RR
Colorado(4/23/2020)
RR
Connecticut(4/26/2006)
RR
Delaware(6/24/2014)
RR
Florida(4/26/2006)
RR
Georgia(4/23/2020)
RR
Indiana(8/4/2010)
RR
Maine(9/5/2014)
RR
Maryland(6/23/2011)
RR
Massachusetts(8/14/2017)
RR
Michigan(1/23/2014)
RR
Minnesota(1/4/2019)
RR
Missouri(9/18/2020)
RR
Nevada(8/8/2020)
RR
New Hampshire(8/14/2017)
RR
New Jersey(4/26/2006)
IAR
New Jersey(3/31/2025)
RR
New Mexico(6/23/2025)
RR
New York(4/26/2006)
RR
North Carolina(5/10/2007)
RR
Oklahoma(8/20/2024)
RR
Pennsylvania(4/26/2006)
RR
Puerto Rico(8/12/2024)
RR
South Carolina(1/24/2011)
RR
Texas(8/14/2017)
IAR
Texas(3/31/2025)
RR
Washington(9/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Vice President, Financial ConsultantCRD#: 104555Toms River, NJTRUST BUT VERIFY
Monitor Randy Jarzyna
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
