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Ziad Dallo

Strategic Advisers LLC

Novi, MI

Commerce Twp., MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

Commerce Twp., MI • 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
Td Ameritrade Birmingham MI 01/2011 08/2018
Cig Capital Advisors Southfield MI 08/2018 08/2019
Cig Securities, Inc. Southfield MI 08/2018 08/2019
Cig Asset Management Southfield MI 08/2018 08/2019
Cig Risk Management Southfield MI 08/2018 08/2019
Unemployed Farmington Hills MI 08/2019 06/2020
Fidelity Investments Novi MI 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 08/2018
    Td Ameritrade
    Birmingham, MI
  • 08/2018 → 08/2019
    Cig Capital Advisors
    Southfield, MI
  • 08/2018 → 08/2019
    Cig Securities, Inc.
    Southfield, MI
  • 08/2018 → 08/2019
    Cig Asset Management
    Southfield, MI
  • 08/2018 → 08/2019
    Cig Risk Management
    Southfield, MI
  • 08/2019 → 06/2020
    Unemployed
    Farmington Hills, MI
  • 06/2020 → Present
    Fidelity Investments
    Novi, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
  • 2018-08-16 → 2019-08-08
    Cig Asset Management, Inc.
    Southfield, MI
  • 2011-02-02 → 2018-08-17
    Td Ameritrade, Inc.
    Birmingham, MI
  • 2011-02-02 → 2018-08-17
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
  • 2010-04-09 → 2010-11-04
    Chase Investment Services Corp.
    Livonia, MI
    Dearborn, MI
    Dearborn, MI
    Dearborn, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-11
  • S66 Uniform Combined State Law Examination
    2002-04-11
Other Names
  • Ziad Aziz Franso
  • Ziad Aziz Dallo
  • Ziad Dallo

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

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