David G. Motola

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
TX	RA	APPROVED	2026-01-08
AZ	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-01-08
AZ RA
APPROVED

Since 2025-03-31

Branch Locations

Gilbert, AZ • 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
Fidelity Investments	Salt Lake City	UT	02/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2011 → Present

Fidelity Investments

Salt Lake City, UT
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Peoria, AZ

Queen Creek, AZ
2012-05-02 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Other Businesses

OBA-6729|OrgNmn:David Motola Music|Org Addr:Queen Cree,Arizona,US|OBA Nature:Selling my personal music comp|Invst Rel:N|Title:Owner|Duties:I record music compositions from my home and allow people to purchase them via online channels.|StrtDt:02-24-15|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-29
S63	Uniform Securities Agent State Law Examination	2011-06-28

S66 Uniform Combined State Law Examination

2012-04-29
S63 Uniform Securities Agent State Law Examination

2011-06-28

Other Names

David G. Motola
David Motola
David Gabriel Motola

View on SEC IAPD

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