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David Keith Mcknight

Strategic Advisers LLC

Winter Park, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Winter Park, 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
Navy Federal Financial Group Winter Park FL 03/2007 12/2020
Navy Federal Brokerage Services Winter Park FL 03/2007 12/2020
Navy Federal Asset Management, Llc Winter Park FL 09/2007 01/2017
Navy Federal Brokerage Services, Llc Winter Park FL 01/2017 12/2020
Fidelity Investments Winter Park FL 04/2022 Present
Unemployed Winter Park FL 12/2020 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2007 → 12/2020
    Navy Federal Financial Group
    Winter Park, FL
  • 03/2007 → 12/2020
    Navy Federal Brokerage Services
    Winter Park, FL
  • 09/2007 → 01/2017
    Navy Federal Asset Management, Llc
    Winter Park, FL
  • 01/2017 → 12/2020
    Navy Federal Brokerage Services, Llc
    Winter Park, FL
  • 04/2022 → Present
    Fidelity Investments
    Winter Park, FL
  • 12/2020 → 04/2022
    Unemployed
    Winter Park, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winter Park, FL
  • 2007-04-23 → 2020-12-02
    Navy Federal Investment Services, Llc
    Vienna, VA
    Winter Park, FL
    Vienna, VA
  • 2007-09-08 → 2017-01-04
    Navy Federal Asset Management, Llc
    Herndon, VA
    Winter Park, FL
    Vienna, VA
  • 2005-08-19 → 2006-06-07
    Morgan Stanley Dw Inc.
    Eustice, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2005-08-12
Other Names
  • David K Knight
  • David K Mcknight

View on SEC IAPD

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