Zoriy Reznikov
STRATEGIC ADVISERS LLC | Financial Consultant
HAWTHORN WOODS, IL
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CRD#: 2918799
Professional summary
Zoriy Reznikov, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hawthorn Woods, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Highland Park, Illinois.
Zoriy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Zoriy has worked at 12 firms and has passed the Series 63, Series 66, SIE, Series 55, Series 7 and Series 24 exams.
Biography
With over 25 years of Financial Services Industry experience in various roles and over 10 years of them at Fidelity, I have helped many clients develop, implement and monitor Long-Term Financial Plans and Investment Strategies so they can concentrate their time and resources on what is important to them. I work with clients and their families on 1 on 1 basis utilizing the Private Client Group and Premium model.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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 Zoriy Reznikov'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®
CFP®
Start date: 2017
Education
DePaul University
Master of Business Administration (MBA) - Finance
2003
North Central College
Bachelor of Science (BS) - Finance
1997
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1 Skokie Valley Road, Highland Park, IL 60035RIA
CRD#: 104555
HAWTHORN WOODS, IL
Current
February 6, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1 Skokie Valley Road, Highland Park, IL 60035BD
CRD#: 7784
Highland Park, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
January 24, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HIGHLAND PARK, IL
Past
June 9, 2011 - January 27, 2012
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CHICAGO, IL
Past
June 9, 2011 - January 27, 2012
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CHICAGO, IL
Past
January 20, 2011 - June 9, 2011
ASSOCIATED INVESTMENT SERVICES, INC.
BD
CRD#: 1464
THIRD LAKE, IL
Past
August 30, 2010 - January 12, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
WAUCONDA, IL
Past
August 17, 2010 - January 12, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
WAUCONDA, IL
Past
October 21, 2002 - August 4, 2010
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
CHICAGO, IL
Past
October 23, 2001 - August 5, 2002
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
CHICAGO, IL
Past
March 20, 2000 - October 30, 2001
SCHONFELD SECURITIES, LLC
BD
CRD#: 23304
JERICHO, NY
Past
February 1, 1999 - March 31, 2000
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
July 9, 1998 - February 1, 1999
WINGSPAN INVESTMENT SERVICES
BD
CRD#: 17516
CHICAGO, IL
Past
September 5, 1997 - March 27, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, 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
Alabama(10/8/2021)
RR
Arizona(2/6/2012)
RR
California(5/29/2015)
RR
Colorado(11/15/2017)
RR
Connecticut(4/9/2020)
RR
District of Columbia(11/15/2017)
RR
Florida(2/6/2012)
RR
Georgia(6/4/2021)
RR
Illinois(2/6/2012)
IAR
Illinois(3/31/2025)
RR
Indiana(3/4/2022)
RR
Iowa(8/13/2021)
RR
Kansas(10/8/2021)
RR
Kentucky(4/23/2020)
RR
Maine(9/9/2022)
RR
Maryland(3/3/2021)
RR
Massachusetts(11/15/2017)
RR
Michigan(10/6/2015)
RR
Minnesota(11/15/2017)
RR
Missouri(11/15/2017)
RR
Montana(11/15/2017)
RR
Nevada(7/8/2022)
RR
New Hampshire(5/6/2022)
RR
New York(4/23/2020)
RR
North Carolina(11/15/2017)
RR
Ohio(2/6/2012)
RR
Pennsylvania(11/15/2017)
RR
South Carolina(4/23/2020)
RR
Tennessee(11/15/2017)
RR
Texas(2/6/2012)
IAR
Texas(3/31/2025)
RR
Utah(8/8/2020)
RR
Virginia(11/15/2017)
RR
Washington(11/15/2017)
RR
West Virginia(4/23/2020)
RR
Wisconsin(2/6/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/23/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product 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
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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)
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
Financial ConsultantCRD#: 104555Hawthorn Woods, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
