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David M. Pollack

Strategic Advisers LLC

Annapolis, MD

Severna Park, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Severna Park, MD • 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
Fidelity Brokerage Services Llc Jacksonville FL 12/2017 Present
Florida Southern College Lakeland FL 08/2013 05/2017
Florida Prosperity Partnership Lakeland FL 01/2016 07/2017
Shoprite Washington Township NJ 05/2017 07/2017
Dick's Sporting Goods Deptford NJ 08/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2013 → 05/2017
    Florida Southern College
    Lakeland, FL
  • 01/2016 → 07/2017
    Florida Prosperity Partnership
    Lakeland, FL
  • 05/2017 → 07/2017
    Shoprite
    Washington Township, NJ
  • 08/2017 → 11/2017
    Dick's Sporting Goods
    Deptford, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-21
S63 Uniform Securities Agent State Law Examination 2018-01-24
  • S65 Uniform Investment Adviser Law Examination
    2019-10-21
  • S63 Uniform Securities Agent State Law Examination
    2018-01-24
Other Names
  • David Michael Pollack

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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