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Detailed Report
TORIAN PIZZOLA
TORI PIZZOLA, TORIAN JOHN PIZZOLA, Torian Pizzola
CRD#: 6276000
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Previous Investment Adviser
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Previous Broker
The representative was previously registered both as an investment adviser and as a broker. Visit BrokerCheck for more information on this individual's Broker record. Go to BrokerCheck Site
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Disclosures
8
Years of Experience
3
Firms
0
Licenses
Registration History
20162017201820192020202120222023202420252026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - 2025 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2023 - 2025 (1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2023 (4 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (1 year)IAFRIAR WEALTH MANAGEMENT (CRD# 284126)2016 - 2016 (<1 year)
Previous Registration(s)
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 03/31/2025 - 04/04/2025 STRATEGIC ADVISERS LLC (CRD#:104555) BOSTON, MA
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 11/14/2023 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) PASADENA, CA
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 07/13/2018 - 04/25/2023 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
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 11/01/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SEAL BEACH, CA
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 06/28/2016 - 10/19/2016 FRIAR WEALTH MANAGEMENT (CRD#:284126) BREA, CA
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B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.