David A. Brown

Strategic Advisers LLC

CRD 8164711

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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

Authority	Category	Status	Date
RI	RA	APPROVED	2026-01-20
TX	RA	APPROVED	2026-01-20

RI RA
APPROVED

Since 2026-01-20
TX RA
APPROVED

Since 2026-01-20

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Newport, RI • 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

Organization	City	State	From	To
University Of New Hampshire	Durham	NH	09/2016	05/2017
Fidelity Investments	Smithfield	RI	09/2025	Present
Unemployed	Newport	RI	05/2025	09/2025
Nestle Waters North America	Raynham	MA	06/2017	08/2018
Naval Undersea Warfare Center	Newport	RI	09/2018	05/2025

09/2016 → 05/2017

University Of New Hampshire

Durham, NH
09/2025 → Present

Fidelity Investments

Smithfield, RI
05/2025 → 09/2025

Unemployed

Newport, RI
06/2017 → 08/2018

Nestle Waters North America

Raynham, MA
09/2018 → 05/2025

Naval Undersea Warfare Center

Newport, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-09

S66 Uniform Combined State Law Examination

2026-01-09

Other Names

David Brown

View on SEC IAPD

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