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David Esposito

Strategic Advisers LLC

Richmond, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Richmond, VA • 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
Wells Fargo Clearing Services, Llc Richmond VA 08/2021 03/2022
Wells Fargo Bank, Na Richmond VA 06/2015 03/2022
Fidelity Investments Richmond VA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 03/2022
    Wells Fargo Clearing Services, Llc
    Richmond, VA
  • 06/2015 → 03/2022
    Wells Fargo Bank, Na
    Richmond, VA
  • 03/2022 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-11
  • S66 Uniform Combined State Law Examination
    2022-01-11
Other Names
  • David Anthony Esposito
  • David A Esposito

View on SEC IAPD

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