David Counsellor

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Tampa, FL • United States

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • 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

Organization	City	State	From	To
Teachers Credit Union	South Bend	IN	06/2020	09/2022
Warren Golf Course At Notre Dame	Notre Dame	IN	04/2017	10/2020
Banana Republic	Mishawaka	IN	01/2020	03/2020
Mito Corporation	Elkhart	IN	01/2020	04/2020
Full Time Student	Mishawaka	IN	09/2012	04/2017
Fidelity Investments	South Bend	IN	09/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → 09/2022

Teachers Credit Union

South Bend, IN
04/2017 → 10/2020

Warren Golf Course At Notre Dame

Notre Dame, IN
01/2020 → 03/2020

Banana Republic

Mishawaka, IN
01/2020 → 04/2020

Mito Corporation

Elkhart, IN
09/2012 → 04/2017

Full Time Student

Mishawaka, IN
09/2022 → Present

Fidelity Investments

South Bend, IN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

South Bend, IN

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-10

S66 Uniform Combined State Law Examination

2023-02-10

View on SEC IAPD

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