David W. Edwards
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WEST BLOOMFIELD, MI
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CRD#: 5853644
Professional summary
David W. Edwards, who also goes by David Wayne Edwards, David Edwards, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Bloomfield, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Farmington, Michigan.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. David has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My role is to partner with my clients as a trusted advocate to support and work towards enhancing their financial lives. Through financial planning, we will construct a road map that attempts to achieve what is most important, and adapt as changes in life inevitably happen. It is my goal to simplify my client's lives by taking the uncertainties and confusion out of investing and put their mind at ease when they think about the future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Wayne Edwards | David Edwards
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 W. Edwards'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
Liberty University
Bachelor of Science (BS) - Business
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 30200 Northwestern Hwy, Farmington, MI 48334RIA
CRD#: 104555
WEST BLOOMFIELD, MI
Current
May 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 30200 Northwestern Hwy, Farmington, MI 48334BD
CRD#: 7784
Farmington, MI
Past
May 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FARMINGTON, MI
Past
July 11, 2014 - May 22, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
BIRMINGHAM, MI
Past
July 11, 2014 - May 22, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
BIRMINGHAM, MI
Past
July 10, 2014 - May 22, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
BIRMINGHAM, MI
Past
April 11, 2012 - June 18, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AUBURN HILLS, MI
Past
April 10, 2012 - June 18, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AUBURN HILLS, MI
Past
November 10, 2011 - April 3, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TROY, MI
Past
January 26, 2011 - September 2, 2011
MORGAN STANLEY
RIA
CRD#: 149777
FARMINGTON HILLS, MI
Past
November 17, 2010 - September 2, 2011
MORGAN STANLEY
BD
CRD#: 149777
FARMINGTON HILLS, 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".
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(5/20/2020)
RR
California(10/9/2020)
RR
Florida(5/20/2020)
RR
Georgia(9/22/2021)
RR
Illinois(10/9/2020)
RR
Indiana(1/6/2023)
RR
Michigan(5/20/2020)
IAR
Michigan(3/31/2025)
RR
Minnesota(1/6/2023)
RR
New Hampshire(3/4/2022)
RR
New Jersey(10/9/2020)
RR
New York(10/9/2020)
RR
North Carolina(10/9/2020)
RR
North Dakota(1/4/2025)
RR
Ohio(5/20/2020)
RR
Pennsylvania(2/21/2025)
RR
Texas(5/20/2020)
IAR
Texas(3/31/2025)
RR
Washington(1/6/2023)
RR
Wisconsin(5/17/2021)
RR
Wyoming(10/9/2020)
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
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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
Vice President, Financial ConsultantCRD#: 104555West Bloomfield, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
