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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

DAVID HOGAN

Advisor at STRATEGIC ADVISERS LLC

MANALAPAN, NJ | ABERDEEN TOWNSHIP, NJ

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Search this name across graphsid dfx:ria:c17b4a93-4bf0-5e89-237c-190f68a127f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 5, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 1, 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: 2
Exams: S66
First exam: Jun 22, 2019
First registration: Jul 5, 2019
Dual registered: yes, broker-dealer
Other names: Dave Hogan
IAPD individual key: 7079006

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	MANALAPAN, NJ\|ABERDEEN TOWNSHIP, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 25, 2022	Mar 31, 2025	no	BRIDGEWATER, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 27, 2021	Feb 18, 2022	no	Iselin, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 5, 2019	Nov 20, 2020	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MML INVESTORS SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 18, 2022	Apr 25, 2022	66	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	MML INVESTORS SERVICES, LLC	Nov 20, 2020	Sep 27, 2021	311	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 25, 2022 to Mar 31, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 27, 2021 to Feb 18, 2022factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 5, 2019 to Nov 20, 2020factForm ADV

Dated events

Occurred
Feb 18, 2022
Advisor changed firm
David Hogan left Mml Investors Services, Llc for Fidelity Personal And Workplace Advisors (registered 2022-04-25)
Form ADVobserved 6 days ago