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David Freckleton

Strategic Advisers LLC

Miami, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Miami, FL • 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
J.P. Morgan Securities Llc Miami FL 04/2016 12/2022
Cinderblock Kennells, Llc Miami FL 05/2018 Present
Fidelity Investments Miami FL 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 12/2022
    J.P. Morgan Securities Llc
    Miami, FL
  • 05/2018 → Present
    Cinderblock Kennells, Llc
    Miami, FL
  • 12/2022 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Miami, FL
  • 2016-04-18 → 2022-12-03
    J.P. Morgan Securities Llc
    Miami, FL
    Miami, FL
    North Miami, FL
    North Miami, FL
    Miramar, FL
    Hollywood, FL
    Hollywood, FL
  • 2015-06-12 → 2016-03-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Plantation, FL
  • 2012-10-01 → 2015-06-12
    J.P. Morgan Securities Llc
    Miami, FL
    North Miami Beach, FL
    Pembroke Pines, FL
    Davie, FL
    Pembroke Pines, FL
    Hollywood, FL
    Aventura, FL
    Aventura, FL
    North Miami, FL
    North Miami, FL
    Davie, FL
  • 2011-12-23 → 2012-10-01
    Chase Investment Services Corp.
    North Miami, FL
    Miami, FL
    North Miami, FL
Other Businesses

OBA-94274|OrgNmn:Cinderblock Kennels llc|Org Addr:Miami,Florida,US|OBA Nature:Dog Breeding|Invst Rel:N|Title:Sole Proprietor|Duties:Owner and operator|StrtDt:05-07-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-21
  • S66 Uniform Combined State Law Examination
    2011-12-21
Other Names
  • David Freckleton
  • David Anthony Freckleton

View on SEC IAPD

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