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Gavin H. Dabkowski

Strategic Advisers LLC

Raleigh, NC

Durham, NC

CRD 8115389

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-02
TX RA APPROVED 2026-07-02
  • NC RA
    APPROVED
    Since 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Peters Township School District Mcmurray PA 08/2008 08/2021
Fidelity Investments Durham NC 06/2025 Present
Fidelity Investments Durham NC 06/2024 08/2024
Clemson University Clemson SC 08/2021 05/2025
  • 08/2008 → 08/2021
    Peters Township School District
    Mcmurray, PA
  • 06/2025 → Present
    Fidelity Investments
    Durham, NC
  • 06/2024 → 08/2024
    Fidelity Investments
    Durham, NC
  • 08/2021 → 05/2025
    Clemson University
    Clemson, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-08-14
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-08-14
Other Names
  • Gavin Dabkowski
  • Gavin Hays Dabkowski

View on SEC IAPD

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