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David M. Bain

Strategic Advisers LLC

Cranberry Twp, PA

Seven Fields, 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_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Seven Fields, PA • 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 Richfield OH 08/2016 09/2019
Jpmorgan Chase Bank, N.A. Ravenna OH 11/2019 08/2021
J.P. Morgan Securities Llc Ravenna OH 11/2019 08/2021
Fidelity Investments Cranberry Township PA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 09/2019
    Charles Schwab & Co., Inc
    Richfield, OH
  • 11/2019 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Ravenna, OH
  • 11/2019 → 08/2021
    J.P. Morgan Securities Llc
    Ravenna, OH
  • 08/2021 → Present
    Fidelity Investments
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-24
  • S66 Uniform Combined State Law Examination
    2017-03-24
Other Names
  • David Bain
  • David Michael Bain

View on SEC IAPD

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