David William Ranney

CRD 3150716 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: David W Ranney

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63Series 65Series 7TOSIESeries 7Series 6
Registered states (6): Georgia · Illinois · North Carolina · Pennsylvania · South Carolina · Texas
Years in the industry (source record): 27
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 (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Mount Pleasant, SC · IA capacity

Apr 8, 2026 → present
Fidelity Brokerage Services LLCCurrent
Mount Pleasant, SC · BD capacity

Dec 24, 2025 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Rebalance LLC
IA capacity

May 9, 2023 → Mar 25, 2025
Fidelity Brokerage Services LLC
BD capacity

Mar 11, 2008 → Aug 8, 2019
Fidelity Investments Institutional Services Company, Inc.
BD capacity

Jan 1, 1999 → Mar 11, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3150716 ↗ FINRA BrokerCheck record for CRD 3150716 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.