David Bailey Ii

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

• 07/2013 → 11/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2018 → 04/2020
  Andrea Williams
  Chicago, IL
• 06/2018 → 04/2020
  Northwestern Mutual Investment Services Llc
  Chicago, IL
• 11/2016 → 09/2017
  Scottrade
  Arlington Heights, IL
• 12/2017 → 12/2018
  Medieval Times Dinner And Tournament
  Schaumburg, IL
• 09/2017 → 03/2018
  Td Ameritrade
  Arlington Heights, IL
• 04/2018 → 06/2018
  Andrea Williams
  Chicago, IL
• 03/2014 → 11/2016
  Northwestern Mutual Investment Services Llc
  Schaumburg, IL
• 08/2019 → 04/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2020 → Present
  Fidelity Brokerage Services Llc
  Highland Park, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-05-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Highland Park, IL
• 2018-06-12 → 2020-04-27
  Northwestern Mutual Investment Services, Llc
  Chicago, IL
• 2017-05-24 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-05-24
• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Other Names

• David Allen Bailey
• David Allen Bailey
• David Bailey
• David Bailey