David Andrew Wilson

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

• 03/2015 → 06/2018
  Valmark Securities, Inc
  Akron, OH
• 06/2018 → 11/2018
  Valmark Securities, Inc.
  Akron, OH
• 03/2015 → 11/2018
  Demboski & Chapman Financial And Insurance Solutions, Inc.
  Santa Barbara, CA
• 12/2018 → Present
  Fidelity Brokerage Services Llc
  Santa Barbara, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Santa Barbara, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-01

Designations

• Certified Financial Planner

Other Names

• David A Wilson
• David Andrew Wilson