Fazeel J. Dinga
STRATEGIC ADVISERS LLC | Financial Consultant
SANTA CLARA, CA
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CRD#: 6791800
Professional summary
Fazeel Junaid Dinga, who also goes by Fazeel J Dinga, Fazeel Junaid, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Clara, California and FIDELITY BROKERAGE SERVICES LLC located in Mountain View, California.
Fazeel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Fazeel has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
As a Financial Consultant, I provide clients with tailored guidance to help plan for and achieve their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fazeel J Dinga | Fazeel Junaid
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.
OBA-119336|OrgNmn:Rebirth Rentals LLC|Org Addr:Menlo Park,California,US|OBA Nature:Peer to Peer Car Rental Via Tu|Invst Rel:N|Title:Partner|Duties:renting out my personal vehicles on turo outside of business hours.|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-88929|OrgNmn:DINGA LLC|Org Addr:Foster Cit,California,US|OBA Nature:Holding company for Rental Pro|Invst Rel:Y|Title:Part Owner|Duties:help maintain property |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Fazeel Junaid Dinga'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 Phoenix
Bachelor of Business Administration - Business Management
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2580 W El Camino Real Ste 9, Mountain View, CA 94040-1212RIA
CRD#: 104555
SANTA CLARA, CA
Current
July 8, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2580 W El Camino Real, Ste 9, Mountain View, CA 94040-1212BD
CRD#: 7784
Mountain View, CA
Past
July 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNTAIN VIEW, CA
Past
July 10, 2020 - June 22, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LOS ALTOS, CA
Past
June 5, 2017 - June 22, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LOS ALTOS, 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
Alaska(11/21/2022)
RR
Arizona(8/2/2023)
RR
California(7/8/2022)
IAR
California(3/31/2025)
RR
District of Columbia(3/25/2023)
RR
Florida(11/15/2022)
RR
Hawaii(8/2/2023)
RR
Kentucky(7/21/2023)
RR
Maryland(12/19/2024)
RR
Massachusetts(3/25/2023)
RR
Nevada(8/2/2023)
RR
New Jersey(8/2/2023)
RR
New Mexico(8/2/2023)
RR
New York(5/19/2023)
RR
Ohio(11/21/2023)
RR
Oregon(8/2/2023)
RR
Texas(3/25/2023)
IAR
Texas(3/31/2025)
RR
Utah(8/2/2023)
RR
Washington(8/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2020
General Securities Representative ExaminationGeneral 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#: 104555Santa Clara, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
