Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tuckahoe, NY • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Hartsdale NY 09/2015 09/2020
Halftime Beverage Co. Mamaroneck NY 03/2020 01/2022
M&T Bank Cos Cob CT 09/2020 01/2022
M&T Securities Cos Cob CT 01/2021 01/2022
Lpl Financial Llc Cos Cob CT 06/2021 01/2022
Gwfs Equities, Inc Greenwood Village CO 01/2022 11/2022
Advised Assets Group, Llc Greenwood Village CO 01/2022 11/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 12/2022 05/2024
Empower Greenwood Village CO 01/2022 11/2022
Bank Of America N.A. Greenwich CT 01/2023 05/2024
Fidelity Investments Charlotte NC 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 09/2020
    Jpmorgan Securities Llc
    Hartsdale, NY
  • 03/2020 → 01/2022
    Halftime Beverage Co.
    Mamaroneck, NY
  • 09/2020 → 01/2022
    M&T Bank
    Cos Cob, CT
  • 01/2021 → 01/2022
    M&T Securities
    Cos Cob, CT
  • 06/2021 → 01/2022
    Cos Cob, CT
  • 01/2022 → 11/2022
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 01/2022 → 11/2022
    Advised Assets Group, Llc
    Greenwood Village, CO
  • 12/2022 → 05/2024
    Greenwich, CT
  • 01/2022 → 11/2022
    Empower
    Greenwood Village, CO
  • 01/2023 → 05/2024
    Bank Of America N.A.
    Greenwich, CT
  • 06/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tuckahoe, NY
    Smithfield, RI
  • 2023-01-09 → 2024-05-28
    Greenwich, CT
  • 2022-03-11 → 2022-11-25
    Tuckahoe, NY
    Greenwood Village, CO
  • 2021-06-09 → 2022-03-03
    Paramus, NJ
    Cos Cob, CT
  • 2021-03-17 → 2021-06-09
    M&T Securities, Inc.
    Baltimore, MD
    Paramus, NJ
    Cos Cob, CT
  • 2015-09-22 → 2020-09-30
    Hartsdale, NY
    White Plains,, NY
    White Plains, NY
    Mamaroneck, NY
    Mamaroneck, NY
    Larchmont, NY
    Larchmont, NY
    Harrison, NY
  • 2014-02-24 → 2015-09-29
    Greenburgh, NY
    White Plains, NY
    Yonkers, NY
  • 2008-01-29 → 2014-02-03
    Pleasantville, NY
    Larchmont, NY
    Pleasantville, NY
    White Plains, NY
    Briarcliff Manor, NY
    Yorktown Heights, NY
  • 2007-06-12 → 2008-01-09
    Chase Investment Services Corp.
    Chicago, IL
    Mount Vernon, NY
    Hastings, NY
    Bronxville, NY
Other Businesses

OBA-110583|OrgNmn:landlord/ single family rental property|Org Addr:Arlington,New York,US|OBA Nature:single family rental property|Invst Rel:Y|Title:owner/ landlord|Duties:home and property maintenance|StrtDt:01-01-18|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-11
S63 Uniform Securities Agent State Law Examination 2000-10-17
  • S65 Uniform Investment Adviser Law Examination
    2007-06-11
  • S63 Uniform Securities Agent State Law Examination
    2000-10-17
Other Names
  • John Arthur Zuzulo
  • John Zuzulo
  • John A Zuzulo

View on SEC IAPD

More in Tuckahoe, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor