Frank G. Hajzer
Professional summary
Frank George Hajzer, who also goes by Frank G Hajzer, Frank Hajzer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lawrenceville, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Frank is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Frank has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank George Hajzer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
March 17, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917December 15, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 31, 2022 - November 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 31, 2022 - November 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 26, 2019 - March 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 24, 2019 - March 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 29, 2018 - September 18, 2019
TFG WEALTH MANAGEMENT, LLC
April 20, 2017 - March 9, 2018
SCOTTRADE INVESTMENT MANAGEMENT
January 29, 2016 - March 9, 2018
SCOTTRADE, INC.
April 24, 2014 - February 10, 2015
PNC WEALTH MANAGEMENT LLC
April 24, 2014 - February 10, 2015
PNC WEALTH MANAGEMENT LLC
June 29, 2012 - February 27, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 29, 2012 - February 27, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 16, 2011 - May 21, 2012
INVEST FINANCIAL CORPORATION
March 16, 2011 - May 21, 2012
INVEST FINANCIAL CORPORATION
December 17, 2010 - January 31, 2011
WADDELL & REED
September 2, 2010 - January 31, 2011
WADDELL & REED
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
