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David Glicker

Strategic Advisers LLC

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 10/2016 03/2019
Wells Fargo Brentwood TN 03/2016 10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Gallatin TN 03/2020 09/2021
Bank Of America,N.A. Gallatin TN 03/2020 09/2021
Fifth Third Bank Nashville TN 03/2019 03/2020
Fidelity Brokerage Services Llc Nashville TN 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-13
S63 Uniform Securities Agent State Law Examination 2007-06-19
  • S66 Uniform Combined State Law Examination
    2018-07-13
  • S63 Uniform Securities Agent State Law Examination
    2007-06-19
Other Names
  • David L Glicker
  • David Glicker
  • David Lawrence Glicker

View on SEC IAPD

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