David A Savitz

CRD 3044912 · Fidelity Brokerage Services LLC · Ft. Lauderdale, FL

IA RegisteredBroker

Also appears in the source record as: David Alan Savitz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (30): Alabama · Alaska · Arizona · Arkansas · California · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Puerto Rico · South Carolina · South Dakota · Texas · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3044912 contains one or more disclosure events as of Aug 20, 2026.

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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 (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Ft. Lauderdale, FL · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Ft. Lauderdale, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Ft. Lauderdale, FL · IA capacity

Jul 13, 2018 → Mar 31, 2025
Metlife Securities Inc.
Fort Lauderdale, FL · IA capacity

May 13, 2010 → Jun 24, 2011
Metlife Securities Inc.
Fort Lauderdale, FL · BC capacity

Apr 27, 2010 → Jun 24, 2011
Wells Fargo Advisors, LLC
Fort Lauderdale, FL · IA capacity

Apr 16, 2004 → Dec 31, 2009
Wells Fargo Advisors, LLC
Fort Lauderdale, FL · BC capacity

Apr 8, 2004 → Dec 31, 2009
Merrill Lynch Pierce Fenner & Smith Inc.
Aventura, FL · IA capacity

Jun 17, 1998 → Apr 6, 2004
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jun 15, 1998 → Apr 6, 2004

Source & corrections

Where this page comes from

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