David Reff

Strategic Advisers LLC

Saint Johns, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-05
TX	RA	APPROVED	2026-02-03

FL RA
APPROVED

Since 2026-02-05
TX RA
APPROVED

Since 2026-02-03

Branch Locations

Saint Johns, FL • United States

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

Organization	City	State	From	To
General Assembly	New York	NY	08/2021	07/2023
International Education Corporation	Irvine	CA	04/2016	08/2021
Unemployed	Saint Johns	FL	07/2023	05/2024
Fidelity Investments	Jacksonville	FL	05/2024	Present

08/2021 → 07/2023

General Assembly

New York, NY
04/2016 → 08/2021

International Education Corporation

Irvine, CA
07/2023 → 05/2024

Unemployed

Saint Johns, FL
05/2024 → Present

Fidelity Investments

Jacksonville, FL

Other Businesses

OBA-109812|OrgNmn:Notary |Org Addr:Jacksonvil,Florida,US|OBA Nature:I am a Florida Registered Nota|Invst Rel:N|Title:Sole Proprietor|Duties:Notarize documents in person or online|StrtDt:01-31-22|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-30
S63	Uniform Securities Agent State Law Examination	2024-08-30

S66 Uniform Combined State Law Examination

2026-01-30
S63 Uniform Securities Agent State Law Examination

2024-08-30

Other Names

David A Reff

View on SEC IAPD

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