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David M. Gaffin

Strategic Advisers LLC

Milford, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Milford, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 01/2024 Present
Self Employed - Freelance Karaoke Host A Few Times A Year. Ma MA 11/2022 Present
Fairway Independent Mortgage Corporation Ma MA 02/2015 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2022 → Present
    Self Employed - Freelance Karaoke Host A Few Times A Year.
    Ma, MA
  • 02/2015 → 01/2024
    Fairway Independent Mortgage Corporation
    Ma, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-105898|OrgNmn:Karaoke Host|Org Addr:Various,Massachuse,US|OBA Nature:Karaoke services|Invst Rel:N|Title:Independent Contractor|Duties:setting up and running karaoke nights|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-114943|OrgNmn:Travel Agent Proposed for myself or wife|Org Addr:Milford ,Massachuse,US|OBA Nature:Travel Agency - mainly for per|Invst Rel:N|Title:Independent Contractor|Duties:Travel services|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • David M Gaffin
  • David Gaffin

View on SEC IAPD

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