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Zohaib Rizwan

Strategic Advisers LLC

Marysville, WA

CRD 7441163

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-07
WA RA APPROVED 2025-08-27
  • TX RA
    APPROVED
    Since 2026-07-07
  • WA RA
    APPROVED
    Since 2025-08-27

Branch Locations

Marysville, WA • 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
Roundtable Pizza Lynnwood WA 02/2016 06/2018
Fidelity Investments Olympia WA 07/2025 Present
Chase Bank Mill Creek WA 08/2021 03/2023
Unemployed Lynnwood WA 04/2023 07/2023
Charles Schwab Lynnwood WA 08/2023 06/2025
Unemployed Lynnwood WA 01/2020 07/2021
Amazon Logistics Everett WA 07/2018 12/2019
  • 02/2016 → 06/2018
    Roundtable Pizza
    Lynnwood, WA
  • 07/2025 → Present
    Fidelity Investments
    Olympia, WA
  • 08/2021 → 03/2023
    Chase Bank
    Mill Creek, WA
  • 04/2023 → 07/2023
    Unemployed
    Lynnwood, WA
  • 08/2023 → 06/2025
    Charles Schwab
    Lynnwood, WA
  • 01/2020 → 07/2021
    Unemployed
    Lynnwood, WA
  • 07/2018 → 12/2019
    Amazon Logistics
    Everett, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
S63 Uniform Securities Agent State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2025-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-01-04

View on SEC IAPD

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