David J. Marabella
STRATEGIC ADVISERS LLC | Investment Consultant
MEDFORD, NJ
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CRD#: 5057827
Professional summary
David J. Marabella, who also goes by David John Marabella, David Marabella, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Medford, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. David has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
As an Investment Consultant with 17 years of financial services industry experience, I partner with investors to better understand their specific values, needs, goals, and objectives. I believe every investor is unique and deserving of an individualized financial plan, to help guide them toward their personal definition of investment success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David John Marabella | David Marabella
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 J. Marabella'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
Syracuse University
Bachelor of Fine Arts - Acting
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924RIA
CRD#: 104555
MEDFORD, NJ
Current
July 25, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540BD
CRD#: 7784
Princeton, NJ
Past
August 29, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PRINCETON, NJ
Past
March 14, 2016 - December 2, 2021
GRANT WILLIAMS L.P.
BD
CRD#: 45961
PHILADELPHIA, PA
Past
August 28, 2006 - February 18, 2016
LAZARD ASSET MANAGEMENT SECURITIES LLC
BD
CRD#: 129119
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
Alaska(7/22/2025)
RR
Arizona(7/22/2025)
RR
California(7/22/2025)
RR
Connecticut(7/22/2025)
RR
Delaware(7/25/2022)
RR
District of Columbia(7/22/2025)
RR
Florida(7/25/2022)
RR
Georgia(7/22/2025)
RR
Hawaii(7/22/2025)
RR
Illinois(7/22/2025)
RR
Indiana(7/22/2025)
RR
Maine(7/22/2025)
RR
Maryland(7/22/2025)
RR
Massachusetts(7/22/2025)
RR
Michigan(7/22/2025)
RR
Missouri(7/22/2025)
RR
Montana(7/22/2025)
RR
New Hampshire(7/22/2025)
RR
New Jersey(7/25/2022)
IAR
New Jersey(3/31/2025)
RR
New Mexico(7/22/2025)
RR
New York(7/25/2022)
RR
North Carolina(7/22/2025)
RR
Ohio(7/22/2025)
RR
Oregon(7/22/2025)
RR
Pennsylvania(7/25/2022)
RR
South Carolina(7/22/2025)
RR
Tennessee(7/22/2025)
RR
Texas(7/22/2025)
IAR
Texas(10/10/2025)
RR
Virginia(7/22/2025)
RR
Washington(7/22/2025)
RR
Wyoming(7/22/2025)
Exams
State Security Law Exam
General Industry/Product 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
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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.
