David Tate
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Robinhood Markets, IncJun 2022 to Jul 2022
- Robinhood Financial, LLCNov 2021 to Jul 2022
- TD AmeritradeApr 2021 to Oct 2021
- Medical Express PsiJul 2020 to Apr 2021
- Alterra Mountain Co.Jan 2020 to Apr 2020
- University of Texas ArlingtonAug 2016 to Dec 2019
- City of SouthlakeNov 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
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
- 7357897
- Firm CRD
- 104555