David P Westol

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

• 05/2014 → Present
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Denver, CO
  Henderson, NV
• 2014-06-04 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
• 2006-05-31 → 2012-06-21
  Blackrock Financial Management, Inc
  Denver, CO
  New York, NY
• 2003-01-17 → 2006-06-01
  State Street Research & Management Company
  Boston, MA

Other Businesses

OBA-10925|OrgNmn:David Westol|Org Addr:Denver,Colorado,US|OBA Nature:Residential rental real estate|Invst Rel:Y|Title:Owner|Duties:Administrative and customer service|StrtDt:06-12-14|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-16
• S63 Uniform Securities Agent State Law Examination
  1994-06-30

Other Names

• David Premo Westol