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David Greco

Strategic Advisers LLC

Londonderry, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Londonderry, NH • 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
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2021
Fidelity Investments Merrimack NH 08/2021 03/2024
Fidelity Investments Merrimack MA 04/2013 07/2018
Fidelity Investments Merrimack NH 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 08/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2021 → 03/2024
    Fidelity Investments
    Merrimack, NH
  • 04/2013 → 07/2018
    Fidelity Investments
    Merrimack, MA
  • 04/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Londonderry, NH
  • 2018-07-13 → 2023-06-06
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-08-11 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

OBA-95555|OrgNmn:DoorDash|Org Addr:Londonderr,New Hampsh,US|OBA Nature:Food Service Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-96404|OrgNmn:Backyard Brewery and Kitchen|Org Addr:Manchester,New Hampsh,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Server|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-31
S66 Uniform Combined State Law Examination 2014-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-05-31
  • S66 Uniform Combined State Law Examination
    2014-06-27
Other Names
  • David Greco
  • David William Greco

View on SEC IAPD

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