Zsolt D. Papp
STRATEGIC ADVISERS LLC | Manager AAC
LAKEVILLE, MN
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CRD#: 6645389
Professional summary
Zsolt David Papp, who also goes by Zsolt David Papp, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lakeville, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Zsolt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Zsolt has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zsolt David Papp
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.
Business Ownership; Preferred Cleaning Services LLC; Owner; Janitorial Services; Lakeville, MN 55044; Not Investment Related; July 2018; 10-19 hours per month; 0 during trading hours.
Other Business Activities; Rental Income; A friend of mine is renting a room from me in my current primary residence.; I own the primary residence.; Lakeville, MN 55044; Not Investment Related; May 2018; 0 hours per month; 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Zsolt David Papp'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
April 14, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439RIA
CRD#: 104555
LAKEVILLE, MN
Current
April 4, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128BD
CRD#: 7784
Oakdale, MN
Past
November 10, 2016 - March 17, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
October 10, 2016 - March 17, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Arizona(4/24/2025)
RR
Florida(4/24/2025)
RR
Georgia(6/24/2025)
RR
Illinois(7/21/2025)
RR
Iowa(4/24/2025)
RR
Minnesota(4/4/2025)
IAR
Minnesota(4/14/2025)
RR
North Dakota(4/24/2025)
RR
South Dakota(4/24/2025)
RR
Tennessee(6/9/2025)
RR
Texas(4/10/2025)
IAR
Texas(4/14/2025)
RR
Wisconsin(4/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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.
