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David Reciniello

Strategic Advisers LLC

King Of Prussia, PA

Villanova, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

King Of Prussia, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Ernst And Young Llp Secaucus NJ 10/2015 01/2018
Charles Schwab & Co., Inc. Millburn NJ 01/2018 04/2022
Charles Schwab Bank, Ssb Millburn NJ 01/2018 04/2022
Fidelity Investments King Of Prussia PA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 01/2018
    Ernst And Young Llp
    Secaucus, NJ
  • 01/2018 → 04/2022
    Charles Schwab & Co., Inc.
    Millburn, NJ
  • 01/2018 → 04/2022
    Charles Schwab Bank, Ssb
    Millburn, NJ
  • 04/2022 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-28
S65 Uniform Investment Adviser Law Examination 2015-12-07
  • S63 Uniform Securities Agent State Law Examination
    2018-04-28
  • S65 Uniform Investment Adviser Law Examination
    2015-12-07
Designations
Other Names
  • David H Reciniello
  • David Reciniello

View on SEC IAPD

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