David Ducre
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCFeb 2026 to now
- Fidelity InvestmentsOct 2023 to now
- UnemployedMay 2023 to Oct 2023
- Cedar Hill IsdAug 2021 to May 2023
- Express ClothingMar 2021 to Aug 2021
- Mansfield IsdMar 2021 to May 2021
- Lawton Salvation Army Boys & Girls ClubJun 2020 to Feb 2021
- Cameron University Recreation CenterMay 2020 to Jan 2021
- Lawton Youth Men's Christian Association (ymca)May 2019 to Jun 2020
- Lawton Public SchoolsAug 2017 to May 2020
- Lawton Red River Vet CenterFeb 2017 to Dec 2017
- Jackson State UniversityAug 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7100554
- Firm CRD
- 104555