David B Weisberg

Strategic Advisers LLC

Mont Vernon, NH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Mont Vernon, NH • United States

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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 Brokerage Svcs Inc.	Merrimack	NH	04/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2000 → Present

Fidelity Brokerage Svcs Inc.

Merrimack, NH
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

Nashua, NH

Mont Vernon, NH
2002-03-18 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Merrimack, NH

Other Businesses

OBA-10009|OrgNmn:Buros Sunapee Cottage LLC|Org Addr:Newbury,New Hampsh,US|OBA Nature:Family LLC for protection of v|Invst Rel:Y|Title:5.56% ownership of this LLC|Duties:assistant property manager|StrtDt:01-31-12|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-11
S63	Uniform Securities Agent State Law Examination	2000-07-11

S66 Uniform Combined State Law Examination

2002-01-11
S63 Uniform Securities Agent State Law Examination

2000-07-11

View on SEC IAPD

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