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David W. Edwards

Strategic Advisers LLC

Farmington, MI

West Bloomfield, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

West Bloomfield, MI • 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
Td Ameritrade Birmingham MI 07/2014 05/2020
Fidelity Brokerage Services Llc Farmington Hills MI 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 05/2020
    Td Ameritrade
    Birmingham, MI
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Farmington Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, MI
  • 2014-07-11 → 2020-05-22
    Td Ameritrade, Inc.
    Birmingham, MI
  • 2014-07-11 → 2020-05-22
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
  • 2012-04-11 → 2014-06-18
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Saint Clair Shores, MI
    Madison Heights, MI
    Auburn Hills, MI
  • 2011-01-26 → 2011-09-02
    Morgan Stanley
    Livonia, MI
    Farmington Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-22
  • S66 Uniform Combined State Law Examination
    2011-01-22
Other Names
  • David Wayne Edwards
  • David Edwards

View on SEC IAPD

Other Firms

ASSET ALLOCATION STRATEGIES, LLC
EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

ASSET ALLOCATION STRATEGIES, LLC · FARMINGTON, MI
EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI

More in Farmington, MI

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