David Oberland Kluenker

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Folsom, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Funds Distributor	El Dorado Hills	CA	07/2007	11/2023
Fidelity Investments	Roseville	CA	01/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2007 → 11/2023

Principal Funds Distributor

El Dorado Hills, CA
01/2024 → Present

Fidelity Investments

Roseville, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-04-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roseville, CA

Other Businesses

OBA-106167|OrgNmn:Signature Wheel|Org Addr:San Jose,California,US|OBA Nature:automotive - performance wheel|Invst Rel:N|Title:Independent Contractor|Duties:Audi and Mercedes focused rep - promotion via social media|StrtDt:10-20-18|TotHrs/mon:30|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-21
S63	Uniform Securities Agent State Law Examination	2004-06-21

S65 Uniform Investment Adviser Law Examination

2024-03-21
S63 Uniform Securities Agent State Law Examination

2004-06-21

Other Names

David Oberland Kluenker
David Kluenker

View on SEC IAPD

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