Ruba Ghazi Zorob
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- UnemployedSep 2022 to Sep 2023
- Fisher InvestmentsFeb 2021 to Sep 2022
- Bank of America, N.A.Aug 2017 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Feb 2021
- JP Morgan Chase BankJun 2015 to Jul 2017
- JP Morgan Securities LLCJun 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209893
- Firm CRD
- 104555