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David W. Olsen

David W. Olsen

STRATEGIC ADVISERS LLC | Wealth Planner - Portsmouth, NH
SALEM, NH
Some features on this profile are disabled
CRD#: 2317367
David W. Olsen

Professional summary

David W. Olsen, CFP®, who also goes by David William Olsen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Salem, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Portsmouth, New Hampshire.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. David has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

Biography

As a wealth planner, I partner with local families to co-create customized wealth plans that works toward their definition of financial fulfillment and family harmony
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David William Olsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-90858|OrgNmn:Rockingham Christian Church|Org Addr:Salem,New Hampsh,US|OBA Nature:Church|Invst Rel:N|Title:Elder|Duties:I will be 1 of 5 elders responsible for the primary leadership and oversight of Rockingham Christian Church..|StrtDt:10-01-22|TotHrs/mon:4|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W. Olsen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

Bentley University

Master of Science (MS) - Financial Planning

2013

Southern New Hampshire University

Master of Business Administration (MBA) - Business Management

2000

Plymouth State College

Bachelor of Business Studies (BBS) - Management

1992

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 54 Maplewood Ave, Portsmouth, NH 03801-3712
RIA
CRD#: 104555
SALEM, NH
Current

June 18, 1998 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 54 Maplewood Avenue, Portsmouth, NH 03801
BD
CRD#: 7784
Portsmouth, NH
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
PORTSMOUTH, NH
Past

March 8, 2002 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NASHUA, NH
Past

June 26, 1996 - June 18, 1998

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

April 20, 1993 - June 5, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/13/2024)
RR
Colorado
(9/18/2025)
RR
Connecticut
(1/8/2002)
RR
Florida
(4/6/2010)
RR
Indiana
(2/12/2025)
RR
Maine
(1/8/2002)
RR
Massachusetts
(1/8/2002)
IAR
Massachusetts
(3/31/2025)
RR
New Hampshire
(6/18/1998)
IAR
New Hampshire
(3/31/2025)
RR
New Jersey
(4/6/2010)
RR
New York
(4/6/2010)
RR
North Carolina
(3/9/2023)
RR
Ohio
(12/20/2022)
RR
Oregon
(7/11/2024)
RR
Pennsylvania
(5/31/2023)
RR
Puerto Rico
(10/27/2025)
RR
Rhode Island
(1/8/2002)
RR
South Carolina
(7/10/2023)
RR
Texas
(4/6/2010)
IAR
Texas
(3/31/2025)
RR
Virginia
(2/13/2025)
RR
Washington
(2/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/5/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/5/2000
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/2/1993
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Wealth Planner - Portsmouth, NHCRD#: 104555Salem, NH

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Contact information

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