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David T. Zicchinella

Strategic Advisers LLC

Rutherford, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rutherford, NJ • 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
OrganizationCityStateFromTo
Invesco Distributors, Inc. Houston TX 05/2019 12/2020
Emblem Health New York City NY 01/2021 03/2021
Unemployed Rutherford NJ 04/2021 07/2021
Fidelity Investments Rutherford NJ 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Oppenheimerfunds Distributor, Inc. New York NY 10/1998 05/2019
  • 05/2019 → 12/2020
    Invesco Distributors, Inc.
    Houston, TX
  • 01/2021 → 03/2021
    Emblem Health
    New York City, NY
  • 04/2021 → 07/2021
    Unemployed
    Rutherford, NJ
  • 08/2021 → Present
    Fidelity Investments
    Rutherford, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 10/1998 → 05/2019
    Oppenheimerfunds Distributor, Inc.
    New York, NY
Previous Registrations
  • 2022-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rutherford, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-02
S63 Uniform Securities Agent State Law Examination 1997-07-22
  • S66 Uniform Combined State Law Examination
    2022-03-02
  • S63 Uniform Securities Agent State Law Examination
    1997-07-22
Other Names
  • David Tony Zicchinella

View on SEC IAPD

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