David Woloff
Investment adviser representative at Strategic Advisers LLC
22 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you David Woloff? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- UnemployedAug 2021 to Aug 2022
- Santander Bank, NAOct 2019 to Aug 2021
- Santander Securities, LLCOct 2019 to Aug 2021
- UnemployedOct 2018 to Oct 2019
- PNC Financial Services GroupDec 2005 to Oct 2018
- PNC InvestmentsJan 2004 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2449099
- Firm CRD
- 104555