This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 12, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63|S65

First exam

Feb 12, 2013

First registration

Oct 31, 2013

Dual registered

yes, broker-dealer

Other names

COREY D GOLDINER|COREY DAVID GOLDINER|Corey Goldiner

IAPD individual key

5981453

• Occurred

  Mar 27, 2024
  Advisor changed firm

  Corey Goldiner left Vanguard Advisers, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-08-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8379a1c1-53ff-7780-2b8c-9cf5e5ee650b

First observed

Oct 31, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.