David Woloff

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

• 01/2004 → 10/2018
  Pnc Investments
  Marlton, NJ
• 12/2005 → 10/2018
  Pnc Financial Services Group
  Hopewell, NJ
• 10/2018 → 10/2019
  Unemployed
  Lawrenceville, NJ
• 10/2019 → 08/2021
  Santander Bank, Na
  Boston, MA
• 10/2019 → 08/2021
  Santander Securities, Llc
  Dorchester, MA
• 08/2022 → Present
  Fidelity Investments
  Covington, KY
• 08/2021 → 08/2022
  Unemployed
  Titusville, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Titusville, NJ
• 2019-10-28 → 2021-08-31
  Santander Securities Llc
  Skillman, NJ
  Villanova, PA
• 2004-01-01 → 2018-11-01
  Pnc Wealth Management Llc
  Cherry Hill, NJ
  Clementon, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
  Hopewell, NJ
• 2003-08-15 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Marlton, NJ
• 2002-05-31 → 2002-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2002-05-29
• S63 Uniform Securities Agent State Law Examination
  1994-03-30