David Clayton Poudrier
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
Are you David Clayton Poudrier? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Savant Wealth ManagementApr 2026 to now
- Savant Wealth ManagmentApr 2026 to now
- Exencial Wealth Advisors, LLCApr 2024 to Mar 2026
- Exencial Wealth Advisors, LLCJun 2020 to Mar 2024
- Willingdon Wealth Management LLCApr 2019 to Jul 2020
- Charles Schwab & Co., Inc.Oct 2016 to Apr 2019
- Charles Schwab BankOct 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 5855467
- Firm CRD
- 107271