David W. Abbott
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
VIRGINIA BEACH, VA
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CRD#: 6445258
Professional summary
David Wayne Abbott, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Virginia Beach, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Virginia Beach, Virginia.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My commitment and responsibility is to get to know my clients as best I can and lead them through a collaborative planning process. This foundation is critical in helping me to work with them and Fidelity's resources to tailor suggestions, ideas and alternatives that help families work towards the goals most important to them.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement 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 Wayne Abbott'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
George Washington University
Master of Arts - Educational Leadership & Administration
2009
Old Dominion University
Bachelor of Science (BS) - Physical Education
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 Main St Suite 100, Virginia Beach, VA 23462-3358RIA
CRD#: 104555
VIRGINIA BEACH, VA
Current
December 2, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500 Main Street Suite 100, Virginia Beach, VA 23462BD
CRD#: 7784
Virginia Beach, VA
Past
December 18, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
VIRGINIA BEACH, VA
Past
March 27, 2015 - December 12, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Virginia Beach, VA
Past
February 13, 2015 - December 12, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Virginia Beach, VA
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(1/17/2021)
RR
California(4/23/2020)
RR
District of Columbia(8/20/2024)
RR
Florida(10/9/2020)
RR
Georgia(1/12/2021)
RR
Hawaii(7/2/2021)
RR
Indiana(10/9/2025)
RR
Kentucky(5/3/2024)
RR
Louisiana(6/27/2025)
RR
Maryland(1/17/2021)
RR
Massachusetts(9/5/2024)
RR
Michigan(4/25/2024)
RR
Montana(3/25/2023)
RR
New Hampshire(3/17/2023)
RR
New Jersey(8/1/2024)
RR
New Mexico(3/20/2025)
RR
New York(4/6/2022)
RR
North Carolina(12/2/2019)
RR
Oklahoma(3/1/2024)
RR
Oregon(3/20/2025)
RR
Puerto Rico(7/3/2024)
RR
South Carolina(7/21/2020)
RR
Tennessee(10/9/2025)
RR
Texas(4/9/2021)
IAR
Texas(3/31/2025)
RR
Virginia(12/2/2019)
IAR
Virginia(3/31/2025)
RR
Washington(9/9/2022)
RR
Wisconsin(12/19/2022)
IAR
Wisconsin(3/31/2025)
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)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#: 104555Virginia Beach, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
