Richard Z. Bissell
STRATEGIC ADVISERS LLC | Investment Consultant
EAST RUTHERFORD, NJ
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CRD#: 6562496
Professional summary
Richard Zachary Bissell, CFP®, who also goes by Richard Zachary Bissell, Zachary Bissell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Rutherford, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Wayne, New Jersey.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Richard has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™, the value my clients receive comes from the sensible plan we create together. Through meaningful conversations and thoughtful planning, my clients are working towards growing, preserving and living off their wealth.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Richard Zachary Bissell | Zachary Bissell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Zachary Bissell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Education
Salve Regina University
Bachelor of Business Administration - Business Administration
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
EAST RUTHERFORD, NJ
Current
October 30, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936BD
CRD#: 7784
Wayne, NJ
Past
October 4, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALLENDALE, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/9/2025)
RR
Connecticut(12/7/2015)
RR
Delaware(11/26/2024)
RR
Florida(12/7/2015)
RR
Illinois(1/4/2023)
RR
Maine(1/6/2016)
RR
Massachusetts(12/7/2015)
RR
New Hampshire(12/7/2015)
RR
New Jersey(12/7/2015)
IAR
New Jersey(3/31/2025)
RR
New York(12/7/2015)
RR
North Carolina(10/13/2022)
RR
Ohio(10/27/2022)
RR
Pennsylvania(11/26/2024)
RR
Puerto Rico(1/6/2016)
RR
Rhode Island(1/6/2016)
RR
Texas(12/7/2015)
IAR
Texas(3/31/2025)
RR
Vermont(1/6/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Investment ConsultantCRD#: 104555East Rutherford, NJTRUST BUT VERIFY
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Contact information
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