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David Winther

Strategic Advisers LLC

Sacramento, CA

Auburn, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Auburn, CA • 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 Brokerage Services Llc Roseville CA 02/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services Llc
    Roseville, CA
  • 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
    Auburn, CA
    Sacramento, CA
  • 2017-04-20 → 2018-07-13
    Strategic Advisers Llc
    Roseville, CA
    Roseville, CA
    Dublin, 24
Other Businesses

OBA-115162|OrgNmn:Deer Ridge Home Owners' Association|Org Addr:Auburn,California,US|OBA Nature:Home Owners' Association|Invst Rel:N|Title:Block Captain|Duties:Raising awareness for community safety and reporting crime/wildlife incidents|StrtDt:02-02-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-28
  • S66 Uniform Combined State Law Examination
    2016-07-28
Other Names
  • David Paul Winther

View on SEC IAPD

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LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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