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David Schofield

Strategic Advisers LLC

Greensboro, NC

Greensboro, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-09
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-04-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

609 Green Valley Rd, Greensboro, NC 27408-7717 • United States

Greensboro, NC • 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
Dicks Sporting Goods Manassas VA 01/2016 01/2018
National Tire And Battery Manassaa VA 05/2019 10/2019
Eggspectations Chantilly VA 02/2018 05/2019
Northwest Federal Credit Union Herndon VA 10/2019 09/2020
Red Lobster Manassas VA 01/2018 02/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2020 09/2021
Northwestern Mutual Investment Services Llc Denver CO 12/2020 09/2021
Fidelity Investments Greenwood Village CO 09/2021 Present
Strategic Advisers Llc Boston MA 03/2025 Present
  • 01/2016 → 01/2018
    Dicks Sporting Goods
    Manassas, VA
  • 05/2019 → 10/2019
    National Tire And Battery
    Manassaa, VA
  • 02/2018 → 05/2019
    Eggspectations
    Chantilly, VA
  • 10/2019 → 09/2020
    Northwest Federal Credit Union
    Herndon, VA
  • 01/2018 → 02/2019
    Red Lobster
    Manassas, VA
  • 10/2020 → 09/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2020 → 09/2021
    Northwestern Mutual Investment Services Llc
    Denver, CO
  • 09/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Strategic Advisers Llc
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-01
  • S66 Uniform Combined State Law Examination
    2022-02-01
Other Names
  • David Schofield
  • David Hamilton Schofield
  • David Hamilton Schofield

View on SEC IAPD

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AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
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Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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