David William Ranney

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

• 06/1998 → 07/2019
  Fidelity Investments Institutional Services Company, Inc.
  Marlborough, MA
• 06/2022 → 01/2025
  Rebalance, Llc
  Mt. Pleasant, SC
• 05/2020 → 06/2022
  Bend Financial
  Mt. Pleasant, SC
• 07/2019 → 05/2020
  Unemployed
  Mt. Pleasant, SC
• 01/2025 → 09/2025
  Unemployed
  Mount Pleasant, SC
• 09/2025 → Present
  Fidelity Investments
  Mount Pleasant, SC

Previous Registrations

• 2023-05-09 → 2025-03-25
  Rebalance Llc
  Palo Alto, CA
  Mt. Pleasant, SC

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-26
• S65 Uniform Investment Adviser Law Examination
  2023-05-09

Other Names

• David William Ranney
• David W Ranney