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David S. Park

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

New York, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Inc. Marlton NJ 03/2009 11/2018
Charles Schwab & Co., Inc New York City NY 11/2019 05/2022
Charles Schwab Bank New York City NY 11/2019 05/2022
Unemployed Pompano Beach FL 12/2018 11/2019
Fidelity Investments New York NY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2009 → 11/2018
    Td Ameritrade Inc.
    Marlton, NJ
  • 11/2019 → 05/2022
    Charles Schwab & Co., Inc
    New York City, NY
  • 11/2019 → 05/2022
    Charles Schwab Bank
    New York City, NY
  • 12/2018 → 11/2019
    Unemployed
    Pompano Beach, FL
  • 06/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2019-12-20 → 2022-06-21
    Charles Schwab & Co., Inc.
    New York City, NY
    New York City, NY
  • 2009-03-27 → 2018-11-06
    Td Ameritrade, Inc.
    Marlton, NJ
    New York, NY
    New York, NY
    West Palm Beach, FL
  • 2009-03-27 → 2018-11-06
    Td Ameritrade Investment Management, Llc
    Marlton, NJ
    Marlton, NJ
    New York, NY
    New York City, NY
    New York, NY
    West Palm Beach, FL
  • 2005-09-21 → 2009-02-12
    Ameriprise Financial Services, Llc
    Conshohocken, PA
    Voorhees, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-20
  • S66 Uniform Combined State Law Examination
    2005-09-20
Other Names
  • Dave Shin Park
  • David Shin Park
  • David Park

View on SEC IAPD

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