David Nguyen
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 InvestmentsOct 2024 to now
- BMO Financial GroupFeb 2024 to Oct 2024
- J.P. Morgan Securities LLCJun 2023 to Nov 2023
- JP Morgan Chase Bank, N.A.Jun 2023 to Nov 2023
- Wells Fargo Bank, N.A.May 2023 to May 2023
- Verkada IncNov 2022 to Apr 2023
- Lucid MotorsJul 2022 to Dec 2022
- Apple IncSep 2021 to Jun 2022
- Apple Inc (through Temp Agency Allied Universal)Jul 2020 to Sep 2021
- G4s Secure Solutions USADec 2019 to Apr 2020
- Allied Universal Security ServicesOct 2019 to Nov 2021
- AmazonOct 2019 to Feb 2020
- UnemployedAug 2019 to Sep 2019
- Mercedes-benz of Stevens CreekOct 2018 to Jul 2019
- 24 Hour Fitness USA, LLCSep 2018 to Oct 2018
- Pep BoysApr 2018 to Aug 2018
- UnemployedFeb 2018 to Mar 2018
- Safeway IncOct 2017 to Jan 2018
- UnemployedJun 2013 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7766569
- Firm CRD
- 104555