David Arrington

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

• 01/2023 → Present
  Fidelity Investments
  Durham, NC
• 11/2021 → 01/2023
  Policygenius
  Durham, NC
• 04/2019 → 10/2021
  Restaurant Provence Inc.
  Carrboro, NC
• 12/2020 → 04/2021
  Fullsteam Brewery
  Durham, NC
• 08/2019 → 01/2020
  Snap Pea
  Durham, NC
• 10/2018 → 04/2019
  Napoli
  Carrboro, NC
• 05/2014 → 09/2018
  The Basics
  Wilmington, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26

Other Names

• David Glenn Arrington
• David Arrington