David Chapin

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2017
  Fidelity Brokerage Services, Llc
  Merrimack, NH
• 12/2024 → 02/2025
  Unemployed
  Simsbury, CT
• 10/2017 → 03/2023
  Charles Schwab & Co.,Inc.
  West Hartford, CT
• 03/2023 → 12/2024
  Citizens Securities, Inc
  West Hartford, CT
• 02/2025 → Present
  Fidelity Investments
  New Haven, CT
• 10/2017 → 03/2023
  Charles Schwab Bank
  West Hartford, CT
• 03/2023 → 12/2024
  Clarfeld
  Tarrytown, NY

Previous Registrations

• 2023-04-03 → 2024-12-09
  Citizens Securities, Inc.
  Johnston, RI
  Hudson, NH
  Johnston, RI
  West Harford, CT
  West Hartford, CT
  Woburn, MA
  Exton, PA
  West Hartford, CT
• 2023-04-03 → 2024-12-09
  Citizens Private Wealth
  Tarrytown, NY
  West Hartford, CT
  Tarrytown, NY
• 2017-10-24 → 2023-03-27
  Charles Schwab & Co., Inc.
  West Hartford, CT
• 2016-08-11 → 2017-10-05
  Strategic Advisers Llc
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2016-06-18
• S63 Uniform Securities Agent State Law Examination
  2007-03-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• David J Chapin
• David Joseph Chapin
• David Chapin