DAVID P WESTOL is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2014-06-04 | 2018-07-13 | — |
| BLACKROCK FINANCIAL MANAGEMENT, INC | 2006-05-31 | 2012-06-21 | — |
| STATE STREET RESEARCH & MANAGEMENT COMPANY | 2003-01-17 | 2006-06-01 | — |