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David Green

Strategic Advisers LLC

Atlanta, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
GA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-08
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

Atlanta, GA • 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
Storm Smart Industr Fort Myers FL 01/2020 08/2021
Ss+K Nyc NY 06/2016 03/2017
Samsara Atlanta GA 08/2021 07/2023
Fidelity Investments Atlanta GA 06/2024 Present
Unemployed/Travel Atlanta GA 01/2024 05/2024
Deutsch New York City NY 07/2017 03/2019
Self-Employed Atlanta GA 07/2023 12/2023
Unemployed Fort Myers FL 04/2019 12/2019
Unemployed Nyc NY 04/2017 07/2017
Extreme Reach Talent Nyc NY 07/2017 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 08/2021
    Storm Smart Industr
    Fort Myers, FL
  • 06/2016 → 03/2017
    Ss+K
    Nyc, NY
  • 08/2021 → 07/2023
    Samsara
    Atlanta, GA
  • 06/2024 → Present
    Fidelity Investments
    Atlanta, GA
  • 01/2024 → 05/2024
    Unemployed/Travel
    Atlanta, GA
  • 07/2017 → 03/2019
    Deutsch
    New York City, NY
  • 07/2023 → 12/2023
    Self-Employed
    Atlanta, GA
  • 04/2019 → 12/2019
    Unemployed
    Fort Myers, FL
  • 04/2017 → 07/2017
    Unemployed
    Nyc, NY
  • 07/2017 → 07/2017
    Extreme Reach Talent
    Nyc, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25

View on SEC IAPD

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