DAVID WOLOFF is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-02-28 | 2025-03-31 | — |
| SANTANDER SECURITIES LLC | 2019-10-28 | 2021-08-31 | — |
| PNC WEALTH MANAGEMENT | 2004-01-01 | 2018-11-01 | — |
| J.J.B. HILLIARD, W.L. LYONS, LLC | 2003-08-15 | 2004-01-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2002-05-31 | 2002-11-15 | — |