David Calomese
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
15 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- UnemployedDec 2024 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Nov 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2498842
- Firm CRD
- 104555