David L Vladimirou

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 07/2016 → 03/2025
  Fidelity Brokerage Services, Llc
  Richmond, VA
• 07/2018 → 03/2025
  Fidelity Personal And Workplace Advisors Llc
  Richmond, VA
• 03/2025 → 04/2026
  Strategic Advisers Llc
  Midlothian, VA
• 05/2026 → Present
  Dakota Wealth, Llc
  Richmond, VA

Previous Registrations

• 2025-03-31 → 2026-04-09
  Strategic Advisers Llc
  Midlothian, VA
  North Chesterfield, VA
  North Chesterfield, VA
  Midlothian, VA
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  North Chesterfield, VA
  Midlothian, VA
• 2016-07-26 → 2018-07-13
  Strategic Advisers Llc
  Glen Allen, VA
  Midlothian, VA
• 2008-08-22 → 2016-07-14
  Charles Schwab & Co., Inc.
  Glen Allen, VA
• 2003-11-20 → 2005-05-12
  Charles Schwab & Co., Inc.
  Richmond, VA
• 2002-09-24 → 2003-11-12
  Missionsquare Retirement

Exams

• S66 Uniform Combined State Law Examination
  2008-08-21
• S65 Uniform Investment Adviser Law Examination
  2002-05-20
• S63 Uniform Securities Agent State Law Examination
  1994-05-26

Other Names

• David Leonard Vladimirou