ZD
Zachary Decraine
STRATEGIC ADVISERS LLC
OAKLAND PARK, FL
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CRD#: 6644895
ZD
Professional summary
Zachary Decraine, who also goes by Zachary Michael Decraine, Zachary Decraine, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oakland Park, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Zachary has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary Michael Decraine | Zachary Decraine
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.
Provenence Wealth Advisors: Investment Related:8/2021-Present: 525 E Las Olas Blvd FL15, Ft. Lauderdale, FL 33301: Associate: Independent RIA: 160 hrs/mo: 130 hrs during trading: Client Services.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Decraine'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: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122RIA
CRD#: 104555
OAKLAND PARK, FL
Current
July 19, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301BD
CRD#: 7784
Ft. Lauderdale, FL
Past
August 29, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FT. LAUDERDALE, FL
Past
August 24, 2021 - July 19, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FT. LAUDERDALE, FL
Past
August 20, 2021 - July 19, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FT. LAUDERDALE, FL
Past
September 25, 2019 - July 7, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Atlanta, GA
Past
September 24, 2019 - July 7, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Atlanta, GA
Past
November 20, 2018 - December 24, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
June 2, 2017 - December 24, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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
Alabama(2/16/2023)
RR
Arizona(2/16/2023)
RR
California(2/16/2023)
RR
Colorado(2/16/2023)
RR
Connecticut(2/16/2023)
RR
Delaware(2/16/2023)
RR
District of Columbia(2/16/2023)
RR
Florida(7/19/2022)
IAR
Florida(3/31/2025)
RR
Georgia(2/16/2023)
RR
Idaho(2/16/2023)
RR
Illinois(2/16/2023)
RR
Indiana(2/16/2023)
RR
Kansas(2/16/2023)
RR
Kentucky(2/16/2023)
RR
Maine(2/16/2023)
RR
Maryland(10/31/2022)
RR
Massachusetts(2/16/2023)
RR
Michigan(2/16/2023)
RR
Minnesota(2/16/2023)
RR
Mississippi(2/16/2023)
RR
Montana(2/16/2023)
RR
Nebraska(2/16/2023)
RR
Nevada(2/16/2023)
RR
New Hampshire(2/16/2023)
RR
New Jersey(2/16/2023)
RR
New Mexico(2/16/2023)
RR
New York(1/14/2023)
RR
North Carolina(2/16/2023)
RR
Ohio(2/17/2023)
RR
Oregon(2/16/2023)
RR
Pennsylvania(2/16/2023)
RR
Puerto Rico(2/16/2023)
RR
Rhode Island(2/16/2023)
RR
South Carolina(2/16/2023)
RR
Tennessee(2/16/2023)
RR
Texas(2/16/2023)
IAR
Texas(3/31/2025)
RR
Utah(2/16/2023)
RR
Vermont(2/16/2023)
RR
Virgin Islands(2/16/2023)
RR
Virginia(2/16/2023)
RR
Washington(2/16/2023)
RR
Wisconsin(2/16/2023)
RR
Wyoming(2/16/2023)
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
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.
