David Richard Mcnaughton
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$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 LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- Svb PrivateNov 2021 to Oct 2023
- Brown Brothers Harriman and Co.Jan 2021 to Nov 2021
- Extended Travel/unemployedJun 2020 to Dec 2020
- Brown Brothers Harriman and Co.Nov 2017 to Jun 2020
- Radius BankFeb 2016 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 5985869
- Firm CRD
- 104555