David A. Anthony

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Wells Fargo Advisors Llc
  Everett, WA
• 06/2014 → 06/2022
  Wells Fargo Bank, Na
  Monroe, WA
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Monroe, WA
• 06/2022 → Present
  Fidelity Investments
  Kalamazoo, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Kalamazoo, MI
• 2016-07-07 → 2022-06-28
  Wells Fargo Clearing Services, Llc
  Everett, WA
  Seattle, WA
  Monroe, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-07
• S63 Uniform Securities Agent State Law Examination
  2016-06-15

Other Names

• David Anthony
• David Albert Anthony