HZ
Hedy Zahran
STRATEGIC ADVISERS LLC
MONROE TOWNSHIP, NJ
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CRD#: 4327666
HZ
Professional summary
Hedy Zahran, who also goes by Hedy Elbedewe, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Monroe Township, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.
Hedy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Hedy has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hedy Elbedewe
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.
OAA#: 58932 | Org Name:AcordIQ | Org Addr:New York, NY, US | Nature of Bus:Fee Calculation Technology for Private Equity Investments | Invst Rel:N | Title:Industry Advisor | Duties:Advisory board meetings, calls with CEO about sales direction, strategy and execution. | Start Dt:09/19/2016 | Total Hrs p/m:4 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Hedy Zahran'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530RIA
CRD#: 104555
MONROE TOWNSHIP, NJ
Current
March 22, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807BD
CRD#: 7784
Bridgewater, NJ
Past
May 14, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BRIDGEWATER, NJ
Past
December 10, 2008 - January 6, 2010
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
Past
October 31, 2005 - April 13, 2007
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
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
Alaska(9/29/2023)
RR
California(7/14/2021)
RR
Colorado(8/8/2020)
RR
Connecticut(10/9/2020)
RR
Florida(4/29/2019)
RR
Maine(6/3/2022)
RR
Maryland(5/6/2022)
RR
Massachusetts(4/29/2019)
RR
Mississippi(3/4/2021)
RR
New Hampshire(7/21/2023)
RR
New Jersey(4/26/2019)
IAR
New Jersey(3/31/2025)
RR
New York(4/29/2019)
RR
North Carolina(7/17/2020)
RR
Pennsylvania(4/29/2019)
RR
South Carolina(7/17/2020)
RR
Tennessee(9/29/2023)
RR
Texas(7/17/2020)
IAR
Texas(3/31/2025)
RR
Vermont(8/8/2020)
RR
Virginia(3/4/2021)
RR
Wisconsin(3/25/2023)
RR
Wyoming(6/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
