David Weinstein
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Honda of FairfieldMar 2023 to May 2024
- Mid-south MotoplexJul 2022 to Feb 2023
- South Orange Ace HardwareMar 2022 to Jun 2022
- Compass Rose HousingSep 2021 to Jul 2022
- UbreakifixNov 2020 to Aug 2021
- KrogerDec 2019 to Nov 2020
- Weinstein HomeschoolAug 2013 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7948222
- Firm CRD
- 104555