Zoe T. Ganglani
STRATEGIC ADVISERS LLC | Financial Consultant
MANSFIELD, MA
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CRD#: 4371335
Professional summary
Zoe T. H. Ganglani, who also goes by Zoe T Ganglani, Zoe T Huynh, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mansfield, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Westwood, Massachusetts.
Zoe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Zoe has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I have been with Fidelity for 20 years. I work with families and help them navigate the complexities of financial planning. With a passion for wealth planning, I take pride in educating clients and helping clients work towards their financial goals. Fidelity is a trusted brand, providing personalized planning, integrity in the financial industry, and dedication to the client commitment. My role is to help clients create and execute a plan that helps grow, protect, and maintain their wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zoe T Ganglani | Zoe T Huynh
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 Zoe T. H. Ganglani'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®
NoneEducation
University of Maryland
Bachelor of Arts (BA) - Finance and Marketing
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 109 University Ave Ste 107, Westwood, MA 02090-2306RIA
CRD#: 104555
MANSFIELD, MA
Current
August 29, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 109 University Ave Ste 107, Westwood, MA 02090-2306BD
CRD#: 7784
Westwood, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
March 25, 2004 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTWOOD, MA
Past
December 12, 2003 - March 10, 2004
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTWOOD, MA
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(4/26/2012)
RR
Colorado(9/29/2023)
RR
Connecticut(12/8/2006)
RR
Florida(8/30/2001)
RR
Hawaii(7/8/2022)
RR
Illinois(4/23/2020)
RR
Maine(3/5/2004)
RR
Maryland(5/1/2023)
RR
Massachusetts(3/5/2004)
IAR
Massachusetts(3/31/2025)
RR
Nevada(5/19/2025)
RR
New Hampshire(3/5/2004)
RR
New Jersey(8/25/2005)
RR
New York(12/8/2006)
RR
North Carolina(1/5/2007)
RR
Oregon(5/19/2025)
RR
Pennsylvania(9/27/2013)
RR
Rhode Island(3/5/2004)
RR
South Carolina(11/12/2009)
RR
Texas(1/5/2007)
IAR
Texas(3/31/2025)
RR
Vermont(3/5/2004)
RR
Virginia(3/15/2002)
RR
Washington(1/4/2025)
Exams
State Security Law 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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Mansfield, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
