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David Wayne Abbott

Strategic Advisers LLC

Virginia Beach, VA

Virginia Beach, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States

Virginia Beach, VA • 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
Charles Schwab & Co., Inc Virginia Bech VA 01/2016 11/2019
Fidelity Brokerage Services Virginia Beach VA 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 11/2019
    Charles Schwab & Co., Inc
    Virginia Bech, VA
  • 11/2019 → Present
    Fidelity Brokerage Services
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
  • 2015-03-27 → 2019-12-12
    Charles Schwab & Co., Inc.
    Chapel Hill, NC
    Virginia Beach, VA
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-27
  • S66 Uniform Combined State Law Examination
    2015-03-27
Designations

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
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