David Christian
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Mount Dora, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
About
David Christian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative among others. His extensive experience at Fidelity reflects a deep understanding of wealth management and financial planning.
David's approach centers on providing clients with tailored wealth management strategies aimed at benefiting them and their families both currently and in the future. He emphasizes experience, dedication, and integrity in his client relationships. David holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
Fidelity Brokerage services, LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Stacey Demchak is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she works with clients and their families to explore their financial goals and personal stories, aiming to develop a comprehensive understanding that guides the creation of tailored wealth management plans. Stacey has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience encompasses various aspects of financial planning and client relationship management within the wealth management sector.
John S
ChFC®, Series 66
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Stephen Q
Series 66
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Stephen Quinley is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with executives to outline personal goals and discusses opportunities to help shape their ideal future. Stephen's professional experience spans various positions within Fidelity Investments, including Benefits & Planning Consultant for Executive Services from 2021 to 2025, Workplace Planning Consultant III from 2020 to 2021, Retirement Relationship Manager from 2015 to 2020, Retirement Solutions Representative from 2012 to 2015, Investment Solutions Representative in 2011-2012, and Financial Representative in 2011. Prior to joining Fidelity, he worked as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2009 to 2010 and as a Senior Investor Advisor at Merrill Lynch from 2005 to 2009. He holds a California Insurance License.
Diane T
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