Arjay S. Ignacio
STRATEGIC ADVISERS LLC | Financial Consultant
MIDDLESEX, NJ
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CRD#: 4881841
Professional summary
Arjay Sy Ignacio, who also goes by Arjay Sy Ignacio, Arjay Ignacio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Middlesex, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.
Arjay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Arjay has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Biography
To me, financial planning is simplifying complex strategies into small, manageable steps. There's no 'one size fits all approach' as each client's situation requires its own strategy. With the use of advanced research and proper planning, I assist clients in working towards their definition of financial success. We then review the plan annually to confirm its trajectory towards that goal and make proper changes along the way, if necessary.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Arjay Sy Ignacio | Arjay Ignacio
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 Arjay Sy Ignacio'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
Rutgers University
Bachelor of Economics - Economics
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530RIA
CRD#: 104555
MIDDLESEX, NJ
Current
August 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807BD
CRD#: 7784
Bridgewater, NJ
Past
August 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BRIDGEWATER, NJ
Past
August 16, 2019 - July 14, 2021
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
EAST BRUNSWICK, NJ
Past
August 5, 2019 - July 14, 2021
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
EAST BRUNSWICK, NJ
Past
July 10, 2015 - August 5, 2019
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
PARSIPPANY, NJ
Past
July 2, 2015 - August 5, 2019
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
PARSIPPANY, NJ
Past
July 7, 2005 - July 24, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MORRISTOWN, NJ
Past
April 4, 2005 - July 24, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MORRISTOWN, NJ
Past
December 3, 2004 - March 22, 2005
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
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(8/3/2021)
RR
Connecticut(10/14/2025)
RR
Florida(8/3/2021)
RR
Georgia(10/14/2024)
RR
Indiana(3/4/2022)
RR
Massachusetts(10/31/2025)
RR
Nevada(1/4/2025)
RR
New Hampshire(3/25/2023)
RR
New Jersey(8/2/2021)
IAR
New Jersey(3/31/2025)
RR
New Mexico(3/25/2023)
RR
New York(8/2/2021)
RR
North Carolina(1/4/2025)
RR
Pennsylvania(8/3/2021)
RR
South Carolina(9/9/2022)
RR
Texas(10/8/2021)
IAR
Texas(3/31/2025)
RR
Virginia(3/4/2022)
Exams
State Security Law Exam
General Industry/Product 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
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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#: 104555Middlesex, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
