David A Quinones

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

• 09/2017 → 02/2021
  Wells Fargo Bank, Na
  Midvale, UT
• 02/2019 → 05/2019
  Wells Fargo Clearing Services, Llc
  Midvale, UT
• 02/2015 → 05/2017
  First Data Corporation
  Salt Lake City, UT
• 03/2017 → 03/2021
  Purgatory Bar Slc
  Salt Lake City, UT
• 09/2019 → 03/2021
  Wells Fargo Clearing Services, Llc
  Midvale, UT
• 03/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenville, MI
• 2020-11-05 → 2021-03-22
  Wells Fargo Clearing Services, Llc
  Midvale, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-11-04
• S63 Uniform Securities Agent State Law Examination
  2020-02-24

Other Names

• David A Quinones
• David Quinones
• David Aragon Quinones