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David William Sackman

Strategic Advisers LLC

Jacksonville, FL

Ponte Vedra Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Ponte Vedra Beach, FL • 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 Investments Tampa FL 06/2023 Present
Raymond James Financial Orlando FL 05/2022 07/2022
Sweetwater Golf And Country Club Apopka FL 04/2021 08/2021
Florida Lacrosse Officials Association Orlando FL 10/2013 06/2023
Jimmy John's Tallahassee FL 10/2019 12/2019
Jimmy Hulas Altamonte Springs FL 03/2020 08/2020
Lake Brantley High School Altamonte Springs FL 08/2015 05/2019
Florida State University Tallahassee FL 06/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Tampa, FL
  • 05/2022 → 07/2022
    Raymond James Financial
    Orlando, FL
  • 04/2021 → 08/2021
    Sweetwater Golf And Country Club
    Apopka, FL
  • 10/2013 → 06/2023
    Florida Lacrosse Officials Association
    Orlando, FL
  • 10/2019 → 12/2019
    Jimmy John's
    Tallahassee, FL
  • 03/2020 → 08/2020
    Jimmy Hulas
    Altamonte Springs, FL
  • 08/2015 → 05/2019
    Lake Brantley High School
    Altamonte Springs, FL
  • 06/2019 → 05/2023
    Florida State University
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
    Riverview, FL
Other Businesses

OBA-126157|OrgNmn:Tampa Bay Lacrosse Official's Association|Org Addr:Tampa,Florida,US|OBA Nature:Referee association for the gr|Invst Rel:N|Title:Lacrosse Official|Duties:Enforce boy's lacrosse rulebook, ensure safety of players, and maintain the game in a professional manner. |StrtDt:02-02-26|TotHrs/mon:36|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21
Other Names
  • Will Sackman
  • David William Sackman
  • David William Sackman

View on SEC IAPD

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