David A. Wilson
STRATEGIC ADVISERS | Vice President, Wealth Planner
SANTA BARBARA, CA
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CRD#: 5797198
Professional summary
David Andrew Wilson, CFP®, who also goes by David A Wilson, David Andrew Wilson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Barbara, California and FIDELITY BROKERAGE SERVICES LLC located in Santa Barbara, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. David has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™, I work with clients and their families to build and execute financial plans as part of an ongoing relationship.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
David A Wilson | David Andrew Wilson
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 Andrew Wilson'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: 2016
Education
California Lutheran University
Master of Business Administration (MBA) - Financial Planning
2022
California State University of Long Beach
Bachelor of Science (BS) - Marketing
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3793 State Street, Santa Barbara, CA 93105RIA
CRD#: 104555
SANTA BARBARA, CA
Current
December 12, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3793 State Street, Santa Barbara, CA 93105BD
CRD#: 7784
SANTA BARBARA, CA
Past
December 18, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANTA BARBARA, CA
Past
July 9, 2018 - November 27, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
SANTA BARBARA, CA
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(11/26/2025)
RR
Arizona(4/6/2022)
RR
California(12/12/2018)
IAR
California(3/31/2025)
RR
District of Columbia(7/21/2023)
RR
Florida(10/2/2019)
RR
Hawaii(4/9/2019)
RR
Idaho(2/13/2023)
RR
Illinois(9/9/2022)
RR
Indiana(8/1/2022)
RR
Kansas(1/7/2026)
RR
Louisiana(8/20/2024)
RR
Massachusetts(12/17/2018)
RR
Mississippi(5/3/2024)
RR
Missouri(11/29/2023)
RR
Montana(1/31/2023)
RR
Nevada(2/12/2021)
RR
New Jersey(1/4/2025)
RR
New York(6/2/2022)
RR
Ohio(5/16/2021)
RR
Oregon(3/25/2023)
RR
South Carolina(3/17/2025)
RR
South Dakota(7/24/2020)
RR
Tennessee(11/26/2025)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Washington(9/9/2022)
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)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.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Santa Barbara, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
