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David Solomon Katz

Strategic Advisers LLC

Hingham, MA

New Bedford, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

New Bedford, MA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 02/2020 10/2020
Unemployed Westport MA 01/2020 02/2020
Rhode Island School Of Design Providence RI 09/2014 02/2020
Community College Of Rhode Island Providence RI 02/2019 05/2019
Roger Williams University Bristol RI 08/2018 01/2020
University Of Massachusetts Dartmouth New Bedford MA 08/2016 12/2016
Community College Of Rhode Island Warwick RI 08/2016 06/2017
Fidelity Investments Procidence RI 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 10/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 01/2020 → 02/2020
    Unemployed
    Westport, MA
  • 09/2014 → 02/2020
    Rhode Island School Of Design
    Providence, RI
  • 02/2019 → 05/2019
    Community College Of Rhode Island
    Providence, RI
  • 08/2018 → 01/2020
    Roger Williams University
    Bristol, RI
  • 08/2016 → 12/2016
    University Of Massachusetts Dartmouth
    New Bedford, MA
  • 08/2016 → 06/2017
    Community College Of Rhode Island
    Warwick, RI
  • 10/2020 → Present
    Fidelity Investments
    Procidence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-22
  • S66 Uniform Combined State Law Examination
    2020-08-22
Designations
Other Names
  • David Solomon Katz
  • David Katz

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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