David Precourt
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you David Precourt? 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 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
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2025 to now
- The Vanguard Group, Inc.Jul 2022 to Jun 2025
- Carlino's MarketNov 2021 to May 2022
- High Sierra PoolsJul 2020 to Jul 2022
- National Association of Real Estate Investment TrustsJun 2019 to Jan 2020
- Saint Joseph's UniversityAug 2018 to May 2022
- Silver New American BrasserieJun 2018 to Jan 2019
- Gonzaga College High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 7602301
- Firm CRD
- 104555