• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ZACHARY D BITZER
ZACK D BITZER
CRD#: 5533693
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 CROSBY PARKWAY
COVINGTON, KY 41015
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 100 CROSBY PARKWAY
COVINGTON, KY 41015
Registration History
2008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (16 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2020 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2009 - 2018 (8 years)
License(s)

State Registrations

IA
Kentucky 10/4/2021

IA
Texas 10/4/2021

IA
Ohio 10/5/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
100 CROSBY PARKWAY, COVINGTON, KY 41015
Registered with this firm since 10/4/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
100 CROSBY PARKWAY, COVINGTON, KY 41015
LIBERTY TWP, OH
Registered with this firm since 7/4/2008

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/13/2018 - 06/08/2020 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
IA
12/04/2009 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) COVINGTON, KY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.