David A. Savitz
STRATEGIC ADVISERS LLC | Financial Consultant
WESTON, FL
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CRD#: 3044912
Professional summary
David A Savitz, who also goes by David Alan Savitz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Weston, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant with almost 25 years experience, my team and I work closely with clients to address their various financial planning and wealth management needs while building confidence and trust. Using a holistic approach, we first assess their unique situations, then add value by creating a personalized strategy based on their priorities and preferences to help them work towards their long term financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Alan Savitz
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 A Savitz'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®
NoneEducation
University of Florida
Bachelor of Arts (BA) - Sociology
1989
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122RIA
CRD#: 104555
WESTON, FL
Current
April 25, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301BD
CRD#: 7784
Ft. Lauderdale, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FT. LAUDERDALE, FL
Past
May 21, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FT. LAUDERDALE, FL
Past
May 13, 2010 - June 24, 2011
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
FORT LAUDERDALE, FL
Past
April 27, 2010 - June 24, 2011
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
FORT LAUDERDALE, FL
Past
April 16, 2004 - December 31, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FORT LAUDERDALE, FL
Past
April 8, 2004 - December 31, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FORT LAUDERDALE, FL
Past
June 17, 1998 - April 6, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AVENTURA, FL
Past
June 15, 1998 - April 6, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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
Alabama(1/3/2020)
RR
Alaska(4/2/2025)
RR
Arizona(1/15/2016)
RR
California(4/26/2012)
RR
Connecticut(4/25/2012)
RR
Delaware(3/24/2022)
RR
District of Columbia(5/6/2025)
RR
Florida(4/26/2012)
IAR
Florida(3/31/2025)
RR
Georgia(4/26/2012)
RR
Illinois(3/18/2019)
RR
Indiana(12/10/2013)
RR
Louisiana(1/8/2019)
RR
Maryland(1/7/2019)
RR
Massachusetts(4/30/2012)
RR
Missouri(4/8/2025)
RR
New Hampshire(1/4/2025)
RR
New Jersey(4/27/2012)
RR
New York(4/26/2012)
RR
North Carolina(4/25/2012)
RR
Ohio(2/21/2023)
RR
Oregon(1/7/2016)
RR
Pennsylvania(8/14/2017)
RR
Puerto Rico(8/31/2023)
RR
South Carolina(4/26/2012)
RR
South Dakota(11/16/2020)
RR
Texas(5/8/2012)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(1/4/2025)
RR
Virginia(4/26/2012)
RR
Wisconsin(1/8/2018)
RR
Wyoming(10/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Weston, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
