David K. Skolnik
Professional summary
David Keith Skolnik, who also goes by David Keith Skolnik, David Skolnik, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Haworth, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Nanuet, New York.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. David has worked at 21 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 3, Series 10, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Keith Skolnik's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2142 Fashion Drive, Nanuet, NY 10954May 5, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2142 Fashion Drive, Nanuet, NY 10954May 16, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 19, 2020 - March 16, 2023
CITIZENS SECURITIES, INC.
February 14, 2020 - March 16, 2023
CITIZENS SECURITIES, INC.
December 26, 2017 - March 26, 2019
THE HUNTINGTON INVESTMENT COMPANY
December 20, 2017 - March 26, 2019
THE HUNTINGTON INVESTMENT COMPANY
April 22, 2016 - February 16, 2017
RETIREONE INVESTMENT SERVICES, LLC
May 13, 2015 - February 16, 2017
EDELMAN FINANCIAL SERVICES, LLC
May 11, 2015 - April 22, 2016
SANDERS MORRIS LLC
January 22, 2015 - April 28, 2015
ALLSTATE FINANCIAL ADVISORS, LLC
January 21, 2015 - April 28, 2015
ALLSTATE FINANCIAL SERVICES, LLC
August 20, 2004 - August 2, 2013
COMERICA SECURITIES
August 20, 2004 - August 2, 2013
COMERICA SECURITIES
October 1, 2003 - August 3, 2004
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 3, 2002 - October 28, 2002
WELLS FARGO INVESTMENT SERVICES, LLC
August 31, 2001 - July 31, 2003
WELLS FARGO INVESTMENTS, LLC
December 13, 2000 - July 31, 2003
WELLS FARGO INVESTMENTS, LLC
June 29, 2000 - December 13, 2000
WELLS FARGO BROKERAGE SERVICES, L.L.C.
April 21, 1999 - May 2, 2001
WELLS FARGO SECURITIES INC.
December 14, 1998 - April 1, 1999
LPL FINANCIAL LLC
March 28, 1995 - December 11, 1998
WELLS FARGO SECURITIES INC.
March 15, 1993 - March 24, 1995
GLEACHER & COMPANY SECURITIES, INC.
June 1, 1992 - March 22, 1993
CITICORP INVESTMENT SERVICES
November 13, 1990 - June 1, 1992
CITICORP FINANCIAL SERVICES,INC.
February 16, 1990 - March 16, 1990
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/5/2023)
(5/5/2023)
(5/5/2023)
(5/5/2023)
(5/5/2023)
(3/31/2025)
(5/5/2023)
(3/31/2025)
(3/1/2024)
(5/5/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
