David Pillori
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WYCKOFF, NJ
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CRD#: 4024719
Professional summary
David Pillori, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wyckoff, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Millburn, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Biography
I use my 35 years industry experience to partner with individuals and families to educate them on wealth management and develop comprehensive plans that help them pursue their financial goals. I am supported by the resources of Fidelity Investments, one of the world's largest and most trusted investment companies.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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 Pillori'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®
CFP®
Start date: 2013
Education
Fordham University
Master of Business Administration (MBA) - Finance
1992
Pace University
Bachelor of Business Administration - Finance & Accounting
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 150 Essex St, Millburn, NJ 07041-1631RIA
CRD#: 104555
WYCKOFF, NJ
Current
August 8, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 150 Essex Street, Millburn, NJ 07041BD
CRD#: 7784
MILLBURN, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
August 2, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MILLBURN, NJ
Past
October 21, 2010 - August 16, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JERSEY CITY, NJ
Past
October 21, 2010 - August 16, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 11, 2009 - August 6, 2010
LEBENTHAL ASSET MANAGEMENT, LLC
RIA
CRD#: 146332
NEW YORK, NY
Past
March 18, 2008 - April 22, 2010
LEBENTHAL & CO., LLC
BD
CRD#: 145750
NEW YORK, NY
Past
June 25, 2007 - March 5, 2008
IDB CAPITAL CORP.
BD
CRD#: 106032
NEW YORK, NY
Past
August 4, 2004 - June 13, 2007
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
Past
March 1, 2002 - July 14, 2004
ABN AMRO INCORPORATED
BD
CRD#: 15776
STAMFORD, CT
Past
May 24, 2000 - March 1, 2002
ABN AMRO SECURITIES LLC
BD
CRD#: 6540
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
Arizona(3/1/2024)
RR
California(5/12/2015)
RR
Colorado(2/17/2016)
RR
Connecticut(8/8/2012)
RR
Delaware(8/8/2012)
RR
District of Columbia(1/6/2023)
RR
Florida(8/8/2012)
RR
Georgia(9/25/2019)
RR
Illinois(9/25/2019)
RR
Maine(9/25/2019)
RR
Maryland(4/17/2023)
RR
Massachusetts(8/15/2017)
RR
Michigan(7/28/2023)
RR
Missouri(5/19/2023)
RR
Montana(7/12/2023)
RR
Nebraska(11/17/2020)
RR
Nevada(6/27/2023)
RR
New Hampshire(10/23/2018)
RR
New Jersey(8/8/2012)
IAR
New Jersey(3/31/2025)
RR
New York(8/8/2012)
RR
North Carolina(10/2/2013)
RR
Ohio(1/6/2025)
RR
Pennsylvania(8/8/2012)
RR
Rhode Island(3/25/2023)
RR
South Carolina(2/17/2016)
RR
Tennessee(2/11/2015)
RR
Texas(8/15/2017)
IAR
Texas(3/31/2025)
RR
Vermont(6/19/2024)
RR
Virginia(7/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Wyckoff, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
