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David Ferrante

Strategic Advisers LLC

Ft. Lauderdale, FL

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Fort Lauderdale, FL • 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
Suffolk County Clerk Office Riverhead NY 10/2015 12/2017
Legends New Suffolk NY 10/2014 12/2017
Riverhead Water District Riverhead NY 04/2017 07/2018
Dave Thomas Pools Llc Orlando FL 07/2018 03/2021
Keller Williams Realty Orlando FL 09/2020 02/2021
Marlows Tavern Orlando FL 03/2021 06/2021
Fidelity Investments Jacksonville FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 12/2017
    Suffolk County Clerk Office
    Riverhead, NY
  • 10/2014 → 12/2017
    Legends
    New Suffolk, NY
  • 04/2017 → 07/2018
    Riverhead Water District
    Riverhead, NY
  • 07/2018 → 03/2021
    Dave Thomas Pools Llc
    Orlando, FL
  • 09/2020 → 02/2021
    Keller Williams Realty
    Orlando, FL
  • 03/2021 → 06/2021
    Marlows Tavern
    Orlando, FL
  • 06/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-09
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2023-02-09
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • David Thomas Ferrante
  • David Ferrante

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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