David M. Hoey
Professional summary
David Michael Hoey, who also goes by David Michael Hoey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Melbourne Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Vero Beach, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. David has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Hoey's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 821 Beachland Blvd, Vero Beach, FL 32963-1606August 26, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 821 Beachland Blvd, Vero Beach, FL 32963-1606July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 19, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
September 25, 2012 - July 30, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 5, 2012 - July 30, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 15, 2005 - January 30, 2008
ADVISORS ASSET MANAGEMENT, INC.
August 10, 2005 - January 30, 2008
ADVISORS ASSET MANAGEMENT, INC.
June 18, 2004 - January 3, 2005
CHARLES SCHWAB & CO., INC.
June 16, 2000 - January 3, 2005
CHARLES SCHWAB & CO., INC.
April 1, 1998 - December 13, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 14, 1995 - April 1, 1998
BARNETT INVESTMENTS, INC.
May 21, 1991 - September 14, 1995
CHARLES SCHWAB & CO., INC.
November 2, 1988 - January 10, 1991
BARNETT INVESTMENTS, INC.
February 4, 1988 - October 8, 1988
AMERIPRISE ADVISOR SERVICES, INC.
May 21, 1987 - January 14, 1988
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
(1/16/2020)
(10/14/2021)
(8/30/2021)
(8/28/2013)
(8/27/2013)
(3/31/2025)
(8/27/2013)
(2/20/2020)
(1/29/2020)
(11/5/2020)
(8/27/2013)
(1/16/2020)
(8/29/2013)
(1/17/2020)
(2/19/2020)
(8/9/2021)
(8/29/2013)
(8/28/2013)
(9/25/2013)
(8/27/2013)
(1/6/2014)
(8/27/2013)
(1/16/2020)
(3/16/2020)
(9/3/2013)
(3/31/2025)
(8/5/2021)
(10/20/2021)
(8/11/2021)
(6/1/2020)
Exams
Series 8
Date: 8/26/1992
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
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.
