David L. Vladimirou

STRATEGIC ADVISERS LLC | Financial Consultant

NORTH CHESTERFIELD, VA

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CRD#: 2494238

Professional summary

David L Vladimirou, who also goes by David Leonard Vladimirou, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Chesterfield, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has 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"?

Yes

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) - RIA

Click below to view David L Vladimirou'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®

None

Education

Virginia Commonwealth University

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

1992

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113

RIA

CRD#: 104555

NORTH CHESTERFIELD, VA

Current

July 18, 2016 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113

CRD#: 7784

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

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.

CRD#: 5393

RICHMOND, VA

Past

August 16, 2007 - July 16, 2008

P.J. ROBB VARIABLE, LLC

CRD#: 38339

MEMPHIS, TN

Past

June 6, 2005 - July 31, 2007

FORESIDE DISTRIBUTION SERVICES, L.P.

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.

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 INVESTMENT SERVICES

CRD#: 23189

WASHINGTON, DC

Past

October 17, 1994 - March 27, 1995

SUNPOINT SECURITIES, INC.

CRD#: 25442

LONGVIEW, TX

Past

May 25, 1994 - July 12, 1994

ENERIC FINANCIAL SERVICES, INC.

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".

STRATEGIC ADVISERS LLC

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.

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

California
(1/4/2019)

Connecticut
(12/10/2024)

District of Columbia
(1/6/2017)

Florida
(10/3/2016)

Georgia
(7/9/2021)

Hawaii
(3/4/2022)

Illinois
(8/8/2020)

Maine
(4/23/2020)

Maryland
(1/6/2017)

Michigan
(10/8/2021)

New Jersey
(4/9/2021)

New York
(8/12/2022)

North Carolina
(1/9/2017)

Ohio
(4/9/2019)

Pennsylvania
(1/6/2017)

South Carolina
(12/1/2020)

Tennessee
(3/25/2023)

Texas
(7/5/2018)

IAR

Texas
(3/31/2025)

Virginia
(7/18/2016)

IAR

Virginia
(3/31/2025)

Washington
(7/9/2021)

West Virginia
(10/3/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

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

Series 63

Date: 5/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/1994

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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David L. Vladimirou

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Vladimirou's CRS (Customer Relationship Summary).

Certified licenses

Education

Virginia Commonwealth University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

P.J. ROBB VARIABLE, LLC

FORESIDE DISTRIBUTION SERVICES, L.P.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MISSIONSQUARE RETIREMENT

MISSIONSQUARE INVESTMENT SERVICES

SUNPOINT SECURITIES, INC.

ENERIC FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2008

Series 65

Date: 5/20/2002

Series 63

Date: 5/26/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/24/1994

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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