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David Farrell

Strategic Advisers LLC

Jacksonville, FL

Jacksonville Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-16
  • FL RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-16

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville Beach, FL • 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
Structuretechny New York NY 01/2015 11/2017
Kelly Staffing Services New York NY 07/2018 08/2018
Unemployed New York NY 05/2023 08/2023
Unemployed New York NY 11/2017 07/2018
Stanley Ruth Co New York NY 08/2018 05/2023
Fidelity Investments Jacksonville FL 08/2023 Present
  • 01/2015 → 11/2017
    Structuretechny
    New York, NY
  • 07/2018 → 08/2018
    Kelly Staffing Services
    New York, NY
  • 05/2023 → 08/2023
    Unemployed
    New York, NY
  • 11/2017 → 07/2018
    Unemployed
    New York, NY
  • 08/2018 → 05/2023
    Stanley Ruth Co
    New York, NY
  • 08/2023 → Present
    Fidelity Investments
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-10
  • S66 Uniform Combined State Law Examination
    2025-12-10

View on SEC IAPD

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Other Offices

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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