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David J. Gorecki

Strategic Advisers LLC

Valparaiso, IN

CRD 6414122

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Valparaiso, IN • 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
Woodbury Financial Services Inc Hinsdale IL 09/2015 09/2017
Fidelity Brokerage Services Llc Greenwood Village CO 09/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 09/2017
    Woodbury Financial Services Inc
    Hinsdale, IL
  • 09/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-11
S63 Uniform Securities Agent State Law Examination 2017-10-20
  • S66 Uniform Combined State Law Examination
    2021-03-11
  • S63 Uniform Securities Agent State Law Examination
    2017-10-20
Other Names
  • David J Gorecki
  • David Gorecki
  • David Joseph Gorecki
  • David Joseph Gorecki

View on SEC IAPD

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