David Wade Poteet
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Utah Valley UniversitySep 2020 to Aug 2022
- Fidelity InvestmentsOct 2018 to Sep 2020
- LiftOct 2018 to Oct 2018
- UnemployeedAug 2018 to Sep 2018
- Hough LandscapingJun 2018 to Jul 2018
- Utah State UniversityAug 2017 to May 2018
- UnemployeedJul 2017 to Jul 2017
- SenskeFeb 2017 to Jun 2017
- UnemployedJan 2017 to Jan 2017
- United Postal ServiceNov 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7033960
- Firm CRD
- 104555