David P Giegerich Jr.

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Fidelity Investments
  Bridgewater, NJ
• 11/2017 → 08/2021
  Capital One
  Morristown, NJ
• 06/2016 → 10/2017
  Kings
  Summit, NJ
• 04/2017 → 06/2017
  Amazon
  Avenel, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bridgewater, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-04-27

Other Names

• David Paul Giegerich Jr.
• David Paul Giegerich Jr