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David L Vladimirou

David L. Vladimirou

Some features on this profile are disabled
CRD#: 2494238
David L Vladimirou

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David L Vladimirou, who also goes by David Leonard Vladimirou, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1994. David had worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Biography

As your Financial Consultant I will act as your advocate to ensure that your financial plan is customized to meet your family's unique needs. Together, we will craft an investment strategy that matches your financial goals, and we will communicate regularly. Your investment plan should include a diversified portfolio that addresses your cash flow needs, as well as long term growth.

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Leonard Vladimirou

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Virginia Commonwealth University

Bachelor of Science (BS) - School of Community and Public Affairs

1992

Experience

Past

March 31, 2025 - April 9, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDLOTHIAN, VA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MIDLOTHIAN, VA
Past

July 26, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDLOTHIAN, VA
Past

July 18, 2016 - April 9, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MIDLOTHIAN, VA
Past

August 22, 2008 - July 14, 2016

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RICHMOND, VA
Past

July 16, 2008 - July 14, 2016

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
RICHMOND, VA
Past

August 16, 2007 - July 16, 2008

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

June 6, 2005 - July 31, 2007

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

November 20, 2003 - May 12, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RICHMOND, VA
Past

November 20, 2003 - May 12, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 24, 2002 - November 12, 2003

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
WASHINGTON, DC
Past

March 7, 1995 - November 12, 2003

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

October 17, 1994 - March 27, 1995

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

May 25, 1994 - July 12, 1994

ENERIC FINANCIAL SERVICES, INC.

BD
CRD#: 11761
FAIRFIELD, IA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2008
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/20/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/26/1994
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: 5/24/1994
General Securities Representative Examination

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

Financial ConsultantCRD#: 104555

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Contact information

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