David Brughelli
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Highland Siteworks LLCMay 2023 to Aug 2023
- Kokua EducationApr 2023 to Jun 2023
- Firstbank Holding CompanyMay 2022 to May 2023
- Saint Thomas Aquinas University ParishAug 2021 to May 2022
- American AwningApr 2019 to Aug 2021
- University of Colorado BoulderAug 2018 to Aug 2022
- Dicks Sporting GoodsMay 2018 to Jul 2018
- Bonefish GrillApr 2018 to Apr 2018
- J. Kent Staffing CompanyApr 2017 to Feb 2020
- Green Mountain High SchoolMay 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7800107
- Firm CRD
- 104555