David Chapin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- UnemployedDec 2024 to Feb 2025
- Citizens Securities, IncMar 2023 to Dec 2024
- ClarfeldMar 2023 to Dec 2024
- Charles Schwab & Co.,Inc.Oct 2017 to Mar 2023
- Charles Schwab BankOct 2017 to Mar 2023
- Fidelity Brokerage Services, LLCMay 2016 to Oct 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 5212038
- Firm CRD
- 104555