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Advisors / Illinois / Chicago
19yrs

David Glicker

Financial advisor at Strategic Advisers

David Glicker has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Chicago, Illinois. After three years at Fidelity Personal and Workplace Advisors and a year at Merrill, David joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, ILTop 16% by experience at Strategic AdvisersFiduciary advisor

At a glance

Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
OfficeChicago, IL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. May 2020 – Sep 2021
    MerrillPreviously
  4. Jul 2018 – Mar 2019
    MerrillPreviously

Contact David

(617) 563-7000Firm headquarters in Boston, MA. Ask for David. Chicago, ILOffice · Get directions

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Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Strategic Advisers at (617) 563-7000 and ask for David Glicker. David works from the Chicago, IL office.

How long has David been a financial advisor?

David has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.

What licenses does David hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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