David S. Harden

STRATEGIC ADVISERS LLC | Financial Consultant

TROY, MI

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CRD#: 5520231

Professional summary

David S. Harden II, who also goes by David Stuart Harden II, David Stuart Harden, David Harden Ii, David Harden, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. David has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I am dedicated to helping people work towards their financial goals. I believe every client is entitled  to personalized service and care. With the resources available at Fidelity I partner with clients to design a goals-based financial approach to help pursue the goals that matter most to them. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Stuart Harden Ii | David Stuart Harden | David Harden Ii | David Harden

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 S. Harden II'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

Macomb Community College

Finance

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TROY, MI

Current

July 1, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 778 West Big Beaver Road, Troy, MI 48084

CRD#: 7784

Troy, MI

Past

July 27, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TROY, MI

Past

May 21, 2018 - June 16, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUBURN HILLS, MI

Past

May 16, 2018 - June 16, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUBURN HILLS, MI

Past

January 31, 2017 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

August 16, 2016 - March 8, 2018

SCOTTRADE, INC.

CRD#: 8206

TROY, MI

Past

October 1, 2012 - August 15, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

GROSSE POINTE, MI

Past

October 1, 2012 - August 15, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

GROSSE POINTE, MI

Past

May 27, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LAGUNA HILLS, CA

Past

April 23, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LAGUNA HILLS, CA

Past

June 17, 2008 - August 18, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TROY, MI

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

District of Columbia
(3/27/2023)

Florida
(4/13/2021)

Illinois
(8/1/2023)

Michigan
(7/6/2020)

IAR

Michigan
(3/31/2025)

Ohio
(8/15/2021)

South Carolina
(1/24/2024)

Tennessee
(4/12/2021)

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: 6/30/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2008

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 S. Harden

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David S. Harden II's CRS (Customer Relationship Summary).

Certified licenses

Education

Macomb Community College

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2008

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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