David William Sackman
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Raymond James FinancialMay 2022 to Jul 2022
- Sweetwater Golf and Country ClubApr 2021 to Aug 2021
- Jimmy HulasMar 2020 to Aug 2020
- Jimmy John'sOct 2019 to Dec 2019
- Florida State UniversityJun 2019 to May 2023
- Lake Brantley High SchoolAug 2015 to May 2019
- Florida Lacrosse Officials AssociationOct 2013 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7766323
- Firm CRD
- 104555