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David Glenn Gillette

Strategic Advisers LLC

Westlake, TX

Corinth, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Corinth, TX • 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
Ameriprise Financial Services, Inc. Saginaw MI 10/2009 09/2018
Fidelity Brokerage Services Llc Westlake TX 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2009 → 09/2018
    Ameriprise Financial Services, Inc.
    Saginaw, MI
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2009-10-05 → 2018-10-05
    Ameriprise Financial Services, Llc
    Saginaw, MI
  • 2007-08-06 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Saginaw, MI
    Saginaw, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
S65 Uniform Investment Adviser Law Examination 2001-02-08
S63 Uniform Securities Agent State Law Examination 1985-12-26
  • S66 Uniform Combined State Law Examination
    2007-08-03
  • S65 Uniform Investment Adviser Law Examination
    2001-02-08
  • S63 Uniform Securities Agent State Law Examination
    1985-12-26
Other Names
  • David Glenn Gillette
  • David Gillette

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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