Ziad A. Dallo

STRATEGIC ADVISERS LLC | Financial Consultant

COMMERCE TWP., MI

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CRD#: 3212483

Professional summary

Ziad Aziz Dallo, who also goes by Ziad Aziz Dallo, Ziad Dallo, Ziad Aziz Franso, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Commerce Twp., Michigan and FIDELITY BROKERAGE SERVICES LLC located in Novi, Michigan.

Ziad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ziad has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 26 exams.

Biography

As your Financial Consultant, I will work with you to build a financial plan that will consider both your short and long term goals.  I will always provide you with an unbiased opinion and tell you what you need to know, not what you want to hear.  My goal is to provide my clients peace of mind as it relates to their financial well being.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ziad Aziz Dallo | Ziad Dallo | Ziad Aziz Franso

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ziad Aziz Dallo'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

Education

Walsh College of Accountacy & Bus

Bachelor of Business Studies (BBS) - Finance

1999

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616

RIA

CRD#: 104555

COMMERCE TWP., MI

Current

June 17, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 44244 West 12 Mile Road Suite 100, Novi, MI 48377

CRD#: 7784

Novi, MI

Past

June 24, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

NOVI, MI

Past

August 16, 2018 - August 8, 2019

CIG ASSET MANAGEMENT, INC.

RIA

CRD#: 123609

SOUTHFIELD, MI

Past

August 16, 2018 - August 8, 2019

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

Past

February 2, 2011 - August 17, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

BIRMINGHAM, MI

Past

February 2, 2011 - August 17, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BIRMINGHAM, MI

Past

January 26, 2011 - August 17, 2018

TD AMERITRADE, INC.

CRD#: 7870

BIRMINGHAM, MI

Past

April 9, 2010 - November 4, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LIVONIA, MI

Past

March 30, 2010 - November 4, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LIVONIA, MI

Past

July 28, 2009 - January 11, 2010

INVESCOR WHOLESALE BD, INC.

CRD#: 139828

BLOOMFIELD HILLS, MI

Past

April 26, 2007 - July 10, 2009

SIGNATOR INVESTORS, INC.

CRD#: 468

SOUTHFIELD, MI

Past

April 5, 2002 - April 16, 2007

PRUCO SECURITIES, LLC.

CRD#: 5685

TROY, MI

Past

October 7, 1999 - November 10, 1999

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

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".

STRATEGIC ADVISERS LLC

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.

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

California
(1/11/2021)

Colorado
(3/12/2021)

District of Columbia
(8/13/2021)

Florida
(1/11/2021)

Georgia
(3/12/2021)

Hawaii
(3/12/2021)

Illinois
(3/12/2021)

Indiana
(4/9/2021)

Iowa
(11/16/2020)

Kentucky
(11/16/2021)

Massachusetts
(3/12/2021)

Michigan
(6/17/2020)

IAR

Michigan
(3/31/2025)

Missouri
(3/17/2021)

Montana
(3/12/2021)

New Jersey
(3/12/2021)

New York
(7/8/2022)

North Carolina
(8/13/2021)

Ohio
(9/8/2022)

Oregon
(3/12/2021)

South Carolina
(3/12/2021)

Tennessee
(3/1/2024)

Texas
(2/12/2021)

IAR

Texas
(3/31/2025)

Utah
(9/18/2020)

Virginia
(3/12/2021)

Washington
(8/13/2021)

Wisconsin
(3/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/6/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/8/2005

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ziad A. Dallo

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ziad Aziz Dallo's CRS (Customer Relationship Summary).

Certified licenses

Education

Walsh College of Accountacy & Bus

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CIG ASSET MANAGEMENT, INC.

CIG SECURITIES

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

INVESCOR WHOLESALE BD, INC.

SIGNATOR INVESTORS, INC.

PRUCO SECURITIES, LLC.

CAPITAL BROKERAGE CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2002

Series 6

Date: 10/6/1999

Series 26

Date: 4/8/2005

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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