David Calomese

CRD 2498842 · Fidelity Brokerage Services LLC · Danville, CA

IA RegisteredBroker

Also appears in the source record as: David Calomese III III; David Calomese III; David Calomese

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 65Series 63Series 9Series 10Series 8SIESeries 3Series 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Danville, CA · IA capacity

Aug 14, 2025 → present
Fidelity Brokerage Services LLCCurrent
Palo Alto, CA · BD capacity

Aug 5, 2025 → present
Fidelity Brokerage Services LLCCurrent
Danville, CA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Aug 11, 2021 → Dec 3, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Aug 11, 2021 → Dec 3, 2024
Wells Fargo Clearing Services, LLC
BD capacity

Jan 3, 2011 → Aug 3, 2021
Wells Fargo Clearing Services, LLC
IA capacity

Jan 3, 2011 → Aug 3, 2021
Wells Fargo Investments, LLC
IA capacity

May 11, 2010 → Jan 3, 2011
Wells Fargo Investments, LLC
BD capacity

May 7, 2010 → Jan 3, 2011
Rbc Capital Markets Corporation
BD capacity

Nov 16, 2007 → Apr 26, 2010
Rbc Capital Markets Corporation
IA capacity

Nov 16, 2007 → Apr 26, 2010
Citigroup Global Markets Inc.
IA capacity

Jul 8, 1997 → Nov 29, 2007
Citigroup Global Markets Inc.
BD capacity

Apr 27, 1995 → Nov 29, 2007
Edward D. Jones & Co., L.P.
BD capacity

Jul 26, 1994 → Mar 28, 1995

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2498842 ↗ FINRA BrokerCheck record for CRD 2498842 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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