• 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 LEE WILLEY
ZACHARY WILLEY
CRD#: 6972002
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 4601 TOUCHTON RD EAST, BLDG 100
JACKSONVILLE, FL 32246
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 4601 TOUCHTON RD EAST, BLDG 400
JACKSONVILLE, FL 32246
Registration History
20182019202020212022202320242025IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2020 - Present (4 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2018 - Present (6 years)
License(s)

State Registrations

B
Alabama 9/4/2018

B
Nebraska 9/4/2018

B
Alaska 9/4/2018

B
Nevada 9/4/2018

B
Arizona 9/4/2018

B
New Hampshire 9/4/2018

B
Arkansas 9/4/2018

B
New Jersey 9/4/2018

B
California 9/4/2018

B
New Mexico 9/4/2018

B
Colorado 9/4/2018

B
New York 9/4/2018

B
Connecticut 9/4/2018

B
North Carolina 9/5/2018

B
Delaware 9/4/2018

B
North Dakota 1/23/2019

B
District of Columbia 9/4/2018

B
Ohio 9/5/2018

B
Florida 7/13/2018

B
Oklahoma 9/4/2018

IA
Florida 1/28/2021

B
Oregon 9/4/2018

B
Georgia 9/4/2018

B
Pennsylvania 9/4/2018

B
Hawaii 9/4/2018

B
Puerto Rico 1/23/2019

B
Idaho 9/4/2018

B
Rhode Island 9/4/2018

B
Illinois 9/4/2018

B
South Carolina 9/4/2018

B
Indiana 9/4/2018

B
South Dakota 1/23/2019

B
Iowa 9/4/2018

B
Tennessee 1/23/2019

B
Kansas 9/4/2018

B
Texas 9/4/2018

B
Kentucky 9/4/2018

IA
Texas 9/3/2020

B
Louisiana 9/4/2018

B
Utah 9/4/2018

B
Maine 9/4/2018

B
Vermont 9/4/2018

B
Maryland 9/4/2018

B
Virgin Islands 7/10/2024

B
Massachusetts 9/4/2018

B
Virginia 10/15/2018

B
Michigan 9/4/2018

B
Washington 9/4/2018

B
Minnesota 9/4/2018

B
West Virginia 9/4/2018

B
Mississippi 9/4/2018

B
Wisconsin 9/4/2018

B
Missouri 9/4/2018

B
Wyoming 9/4/2018

B
Montana 9/4/2018

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)
4601 TOUCHTON RD EAST, BLDG 100, JACKSONVILLE, FL 32246
Registered with this firm since 9/3/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
4601 TOUCHTON RD EAST, BLDG 400, JACKSONVILLE, FL 32246
ST. AUGUSTINE, FL
Registered with this firm since 7/13/2018

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.