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Zainab Smith

Strategic Advisers LLC

Sarasota, FL

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Orlando, FL • 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
Fidelity Brokerage Services, Llc Westlake TX 01/2020 Present
Priderock Capital Management Dallas TX 11/2019 01/2020
Dada Broker Llc Sarasota FL 01/2019 07/2019
Dada Llc North Port FL 09/2018 12/2018
Xpo Logistics, Inc. Ann Arbor MI 09/2017 07/2018
Active Aero Group Belleville MI 11/2015 09/2017
Unemployed Irving TX 07/2019 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 11/2019 → 01/2020
    Priderock Capital Management
    Dallas, TX
  • 01/2019 → 07/2019
    Dada Broker Llc
    Sarasota, FL
  • 09/2018 → 12/2018
    Dada Llc
    North Port, FL
  • 09/2017 → 07/2018
    Xpo Logistics, Inc.
    Ann Arbor, MI
  • 11/2015 → 09/2017
    Active Aero Group
    Belleville, MI
  • 07/2019 → 11/2019
    Unemployed
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-16
S63 Uniform Securities Agent State Law Examination 2020-05-04
  • S66 Uniform Combined State Law Examination
    2020-11-16
  • S63 Uniform Securities Agent State Law Examination
    2020-05-04
Designations
Other Names
  • Zainab Abadi

View on SEC IAPD

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Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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