David Anthony Monaco

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

• 09/2022 → Present
  Fidelity Investments
  New York, NY
• 08/2021 → 08/2022
  Citi Bank
  White Plains, NY
• 03/2020 → 08/2021
  Td Bank
  Scarsdale, NY
• 12/2019 → 01/2020
  Lord And Taylor
  Eastchester, NY
• 08/2019 → 08/2019
  752 North Avenue Corp
  New Rochelle, NY
• 06/2019 → 08/2019
  Division Restaurant Group Corp
  New Rochelle, NY
• 08/2017 → 05/2019
  Fordham University
  Bronx, NY
• 09/2014 → 06/2017
  Pelham Memorial High School
  Pelham, NY
• 05/2017 → 08/2017
  Pelham Country Club
  Pelham, NY
• 08/2019 → 12/2019
  Unemployed
  Pelham, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  Pelham, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-21