DC
David Calomese
STRATEGIC ADVISERS LLC
DANVILLE, CA
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CRD#: 2498842
DC
Professional summary
David Calomese III, who also goes by David Calomese III III, David Calomese Iii, David Calomese, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Danville, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
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 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Calomese Iii Iii | David Calomese Iii | David Calomese
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Calomese III's 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®
NoneExperience
Current
August 14, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
DANVILLE, CA
Current
August 5, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
August 11, 2021 - December 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN JOSE, CA
Past
August 11, 2021 - December 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN JOSE, CA
Past
January 3, 2011 - August 3, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN JOSE, CA
Past
January 3, 2011 - August 3, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN JOSE, CA
Past
May 11, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
WALNUT CREEK, CA
Past
May 7, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
WALNUT CREEK, CA
Past
November 16, 2007 - April 26, 2010
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
CENTURY CITY, CA
Past
November 16, 2007 - April 26, 2010
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
CENTURY CITY, CA
Past
July 8, 1997 - November 29, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
TORRANCE, CA
Past
April 27, 1995 - November 29, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TORRANCE, CA
Past
July 26, 1994 - March 28, 1995
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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
Alabama(8/8/2025)
RR
Alaska(8/8/2025)
RR
Arizona(8/8/2025)
RR
Arkansas(8/8/2025)
RR
California(8/5/2025)
IAR
California(8/14/2025)
RR
Colorado(8/8/2025)
RR
Connecticut(8/8/2025)
RR
Delaware(8/8/2025)
RR
District of Columbia(8/8/2025)
RR
Florida(8/8/2025)
RR
Georgia(8/8/2025)
RR
Hawaii(8/8/2025)
RR
Idaho(8/8/2025)
RR
Illinois(8/8/2025)
RR
Indiana(8/8/2025)
RR
Iowa(8/8/2025)
RR
Kansas(8/8/2025)
RR
Kentucky(8/8/2025)
RR
Louisiana(8/8/2025)
RR
Maine(8/8/2025)
RR
Maryland(8/8/2025)
RR
Massachusetts(8/8/2025)
RR
Michigan(8/8/2025)
RR
Minnesota(8/8/2025)
RR
Mississippi(8/8/2025)
RR
Missouri(8/8/2025)
RR
Montana(8/8/2025)
RR
Nebraska(8/8/2025)
RR
Nevada(8/8/2025)
RR
New Hampshire(8/8/2025)
RR
New Jersey(8/8/2025)
RR
New Mexico(8/8/2025)
RR
New York(8/8/2025)
RR
North Carolina(8/8/2025)
RR
North Dakota(8/8/2025)
RR
Ohio(8/15/2025)
RR
Oklahoma(8/8/2025)
RR
Oregon(8/8/2025)
RR
Pennsylvania(8/8/2025)
RR
Puerto Rico(8/8/2025)
RR
Rhode Island(8/8/2025)
RR
South Carolina(8/8/2025)
RR
South Dakota(8/8/2025)
RR
Tennessee(8/8/2025)
RR
Texas(8/8/2025)
IAR
Texas(8/14/2025)
RR
Utah(8/8/2025)
RR
Vermont(8/8/2025)
RR
Virgin Islands(8/8/2025)
RR
Virginia(8/8/2025)
RR
Washington(8/8/2025)
RR
West Virginia(8/8/2025)
RR
Wisconsin(8/8/2025)
RR
Wyoming(8/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/2/1998
General Securities Sales Supervisor Examination (Options Module & General Module)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
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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
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.
