David Robert Wicker

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

• 07/2021 → Present
  Fidelity Investments
  Westlake, TX
• 01/2020 → 07/2021
  Wells Fargo
  Houston, TX
• 02/2019 → 11/2019
  Municipal Accounts And Consulting
  Houston, TX
• 05/2018 → 08/2018
  First Presbyterian Church Houston
  Houston, TX
• 08/2016 → 08/2017
  Wells Fargo
  Houston, TX
• 09/2017 → 04/2018
  Unemployed
  Houston, TX
• 09/2018 → 01/2019
  Unemployed
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11
• S63 Uniform Securities Agent State Law Examination
  2022-06-03

Other Names

• David Robert Wicker
• David Wicker