Zain Merchant

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

• 04/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedminster, NJ
• 04/2018 → 01/2019
  Bank Of America, N.A.
  Bedminster, NJ
• 05/2016 → 01/2018
  Pnc Bank
  Franklin Park, NJ
• 06/2011 → 03/2018
  North East Limo
  Somerset, NJ
• 01/2019 → 02/2021
  Wells Fargo Bank, Na
  Hillsborough, NJ
• 01/2019 → 02/2021
  Wells Fargo Clearing Services, Llc
  Hillsborough, NJ
• 02/2021 → 08/2021
  Self Employed
  North Brunswick, NJ
• 09/2021 → Present
  Fidelity Investments
  North Brunswick, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-02-13 → 2021-02-04
  Wells Fargo Clearing Services, Llc
  Hillsborough, NJ
  Short Hills, NJ
• 2018-09-10 → 2019-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedminster, NJ
  Iselin, NJ
  Manville, NJ
  Somerville, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-09-06

Other Names

• Zain Merchant
• Zain Raza Merchant