David Trca
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsJun 2024 to now
- Jim the HandymanSep 2023 to Apr 2024
- Cc Labor LLCMay 2023 to Jun 2024
- Oakwood Country ClubAug 2022 to May 2024
- Pya Waltman Capital LLCMay 2022 to Aug 2022
- Auburnlea CateringFeb 2022 to Apr 2024
- Liberty UniversityAug 2021 to May 2022
- Love Africa MissionMay 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- AmazonMay 2020 to Aug 2020
- StudentAug 2019 to May 2023
- UnemployedAug 2019 to May 2020
- Twin Lakes Bible CampMay 2019 to Aug 2019
- ReachglobalFeb 2019 to Apr 2019
- UnemployedSep 2018 to Feb 2019
- KoaJun 2018 to Sep 2018
- UnemployedApr 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7948326
- Firm CRD
- 104555