Zhasmina B. Baeva
Professional summary
Zhasmina Bogomilova Baeva, who also goes by Zhasmina Bogomilova Baeva, Jasmin Baeva, Zhasmina Baeva, Zhasmina Bogomilova Baeva Smith, Zhasmina Baeva Smith, Zhasmina Bogomilova Smith, Zhasmina Smith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Moorpark, California and FIDELITY BROKERAGE SERVICES LLC located in Thousand Oaks, California.
Zhasmina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Zhasmina has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zhasmina Bogomilova Baeva's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807March 2, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 111 South Westlake Blvd #103, Thousand Oaks, CA 91362August 26, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 7, 2022 - February 19, 2023
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2023)
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Exams
Series 7TO
Date: 6/20/2023
General Securities Representative ExaminationSeries 6TO
Date: 2/7/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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.
