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David J. Ryan

Strategic Advisers LLC

Trophy Club, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Trophy Club, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments West Lake TX 06/2020 10/2020
University Of Oklahoma Norman OK 08/2019 05/2020
University Of Oklahoma Norman OK 08/2016 05/2017
University Of Oklahoma Norman OK 08/2017 05/2018
University Of Oklahoma Norman OK 08/2018 05/2019
Ameriprise Financial Services Watauga TX 05/2018 08/2018
Ameriprise Financial Services Watauga TX 05/2019 08/2019
Ameriprise Financial Services, Llc Watauga TX 10/2020 03/2022
Fidelity Investments Westlake TX 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 10/2020
    Fidelity Investments
    West Lake, TX
  • 08/2019 → 05/2020
    University Of Oklahoma
    Norman, OK
  • 08/2016 → 05/2017
    University Of Oklahoma
    Norman, OK
  • 08/2017 → 05/2018
    University Of Oklahoma
    Norman, OK
  • 08/2018 → 05/2019
    University Of Oklahoma
    Norman, OK
  • 05/2018 → 08/2018
    Ameriprise Financial Services
    Watauga, TX
  • 05/2019 → 08/2019
    Ameriprise Financial Services
    Watauga, TX
  • 10/2020 → 03/2022
    Ameriprise Financial Services, Llc
    Watauga, TX
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
S63 Uniform Securities Agent State Law Examination 2020-12-18
  • S66 Uniform Combined State Law Examination
    2021-11-01
  • S63 Uniform Securities Agent State Law Examination
    2020-12-18
Other Names
  • David James Ryan
  • David Ryan

View on SEC IAPD

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