DAVID M. KOESTNER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 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 | 2008-03-27 | 2018-07-13 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2008-03-04 | 2008-03-07 | — |
| STRATEGIC ADVISERS LLC | 2003-09-11 | 2008-02-29 | — |