David Anaya

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

NM RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States

Albuquerque, NM • 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 Services Llc	Albuquerque	NM	08/2016	06/2018
Thornburg Securities Corp	Santa Fe	NM	10/2018	12/2020
Unemployed	Albuquerque	NM	06/2018	10/2018
Unemployed	Albuquerque	NM	01/2021	05/2021
Fidelity Investments	Albuquerque	NM	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 06/2018

Fidelity Brokerage Services Llc

Albuquerque, NM
10/2018 → 12/2020

Thornburg Securities Corp

Santa Fe, NM
06/2018 → 10/2018

Unemployed

Albuquerque, NM
01/2021 → 05/2021

Unemployed

Albuquerque, NM
06/2021 → Present

Fidelity Investments

Albuquerque, NM
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Albuquerque, NM
2018-10-18 → 2020-12-15

Thornburg Investment Management Inc

Santa Fe, NM
2018-04-18 → 2018-07-12

Strategic Advisers Llc

Albuquerque, NM

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-30

S66 Uniform Combined State Law Examination

2016-11-30

View on SEC IAPD

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DONALD AUSTIN MCDANIEL

KIRK RANDOLPH HUDSON

MATTHEW DAVID KELLER

Michelle Lea Phillips

Matthew John Ports

Jean-Marc D Grindatto

GREGORY JOSEPH ZANETTI

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