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David Gabriel Marchetti

Strategic Advisers LLC

Dublin, CA

Alameda, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Alameda, CA • 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
Comerica Bank Oakland CA 06/2020 03/2021
Wells Fargo N.A. San Leandro CA 08/2017 01/2020
Citibank N.A. San Leandro CA 08/2011 02/2017
Full Time Education Oakland CA 03/2017 07/2017
Unemployed Oakland CA 02/2020 05/2020
Fidelity Investments Dublin CA 01/2023 Present
Unemployed San Leandro CA 04/2021 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 03/2021
    Comerica Bank
    Oakland, CA
  • 08/2017 → 01/2020
    Wells Fargo N.A.
    San Leandro, CA
  • 08/2011 → 02/2017
    Citibank N.A.
    San Leandro, CA
  • 03/2017 → 07/2017
    Full Time Education
    Oakland, CA
  • 02/2020 → 05/2020
    Unemployed
    Oakland, CA
  • 01/2023 → Present
    Fidelity Investments
    Dublin, CA
  • 04/2021 → 12/2022
    Unemployed
    San Leandro, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09

View on SEC IAPD

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