David Leo Dubois
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Umass AmherstJan 2024 to May 2024
- Medfield Public SchoolsDec 2023 to Jan 2024
- Umass AmherstSep 2023 to Dec 2023
- UnemployedAug 2023 to Sep 2023
- Granite TelecommunicationsJun 2023 to Aug 2023
- UnemployedMay 2023 to Jun 2023
- AlkuSep 2022 to May 2023
- Umass AmherstSep 2022 to May 2023
- UnemployedAug 2022 to Sep 2022
- College HunksMay 2022 to Aug 2022
- Umass AmherstJan 2022 to May 2022
- UnemployedDec 2021 to Jan 2022
- Umass AmherstSep 2021 to Dec 2021
- UnemployedAug 2021 to Sep 2021
- Collegiate EntrepreneursMay 2021 to Aug 2021
- Umass AmherstSep 2020 to May 2021
- UnemployedApr 2020 to Sep 2020
- Tri Town LandscapeApr 2019 to Apr 2020
- Horse N' CarriageAug 2018 to Apr 2019
- Norfolk SoftballMay 2017 to Aug 2018
- King Philip Regional High SchoolSep 2016 to May 2020
- UnemployedJun 2014 to May 2017
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 (MA, RI, 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
- 7949784
- Firm CRD
- 104555