Zachary Decraine

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 01/2019 → 08/2019
  Ss&C Technologies
  Jacksonville, FL
• 09/2019 → 07/2021
  Ameriprise Financial Services, Inc
  Atlanta, GA
• 08/2021 → 05/2022
  Raymond James Financial Services, Inc.
  Ft. Lauderdale, FL
• 08/2021 → 05/2022
  Raymond James Financial Services Advisors, Inc.
  Ft. Lauderdale, FL
• 08/2021 → 06/2022
  Provenence Wealth Advisors
  Ft. Lauderale, FL
• 06/2022 → Present
  Fidelity Brokerage Services Llc
  Ft. Lauderdale, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ft. Lauderdale, FL
• 2021-08-24 → 2022-07-19
  Raymond James Financial Services Advisors, Inc
  Ft. Lauderdale, FL
• 2019-09-25 → 2021-07-07
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2018-11-20 → 2018-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-09-04

Other Names

• Zachary Decraine
• Zachary Michael Decraine