David Rex Moser
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 InvestmentsAug 2023 to now
- Liveview TechnologiesMar 2023 to May 2023
- Mountain America Credit UnionNov 2022 to Mar 2023
- ProgrexionNov 2021 to Nov 2021
- Brigham Young University - IdahoSep 2020 to Dec 2023
- Aptive EnvironmentalApr 2020 to May 2023
- Kcb TowersNov 2019 to Apr 2020
- The Church of Jesus Christ of Latter Day SaintsNov 2017 to Nov 2019
- Deseret IndustriesAug 2017 to Oct 2017
- Jose's Mexican FoodJul 2016 to Jun 2017
- Yucaipa High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7801928
- Firm CRD
- 104555