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David Andrew Wilson

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3793 State Street, Santa Barbara, CA 93105-3116 • United States

Santa Barbara, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc Akron OH 03/2015 06/2018
Valmark Securities, Inc. Akron OH 06/2018 11/2018
Demboski & Chapman Financial And Insurance Solutions, Inc. Santa Barbara CA 03/2015 11/2018
Fidelity Brokerage Services Llc Santa Barbara CA 12/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-01
  • S63 Uniform Securities Agent State Law Examination
    2018-10-01
Designations
Other Names
  • David A Wilson
  • David Andrew Wilson

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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