David M. Dellacato

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 01/2018
  Mkm Partners Llc
  Stamford, CT
• 07/2019 → 09/2019
  Summit Brokerage Services
  Lamesa, CA
• 01/2018 → 07/2019
  Summit Brokerage
  La Mesa, CA
• 09/2019 → 10/2021
  Cetera Advisor Networks Llc
  La Mesa, CA
• 10/2021 → Present
  Fidelity Investments
  Monroe, CT
• 01/2018 → 10/2021
  Twt Investments Inc. Dba Schooley Mitchell
  Monroe, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Monroe, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21
• S63 Uniform Securities Agent State Law Examination
  2007-07-25

Other Names

• David Michael Dellacato