David H. Reciniello
STRATEGIC ADVISERS LLC | Financial Consultant
KING OF PRUSSIA, PA
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CRD#: 6526160
Professional summary
David H Reciniello, CFP®, who also goes by David H Reciniello, David Reciniello, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in King Of Prussia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
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 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
As a Certified Financial Planner, my goal is to be a financial advocate for you and your family. Fidelity offers a wide array of ideas and strategies for clients. Through a financial planning process, we will work together to co-create a plan to choose your path forward. My team and I are excited to build your trust and partnership.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David H Reciniello | David Reciniello
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 H Reciniello'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®
Education
East Stroudsburg University
Bachelor of Business Administration - Finance and Marketing
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532RIA
CRD#: 104555
KING OF PRUSSIA, PA
Current
June 9, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085BD
CRD#: 7784
Villanova, PA
Past
June 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
March 26, 2018 - April 21, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Millburn, NJ
Past
February 8, 2018 - April 21, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Millburn, NJ
Past
December 15, 2015 - January 16, 2018
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
SECAUCUS, NJ
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(9/29/2023)
RR
California(9/29/2023)
RR
Delaware(9/9/2022)
RR
Florida(9/9/2022)
RR
Georgia(11/21/2023)
RR
Illinois(3/24/2025)
RR
Louisiana(7/19/2024)
RR
Massachusetts(8/4/2025)
RR
New Jersey(9/9/2022)
RR
New York(9/9/2022)
RR
North Carolina(3/25/2023)
RR
Pennsylvania(6/9/2022)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(3/1/2024)
RR
Texas(9/9/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Vermont(5/3/2024)
RR
Virginia(6/3/2024)
Exams
State Security Law Exam
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555King Of Prussia, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
