David L. Woods
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you David L. Woods? Claim your profile
Contact this firm
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 LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- SigntroopJan 2022 to Oct 2022
- Sonic Device RepairDec 2021 to Jan 2022
- Amazon Fulfillment CenterAug 2020 to Dec 2021
- UnemployedJan 2020 to Aug 2020
- Dick's Sporting GoodsMay 2019 to Jan 2020
- HomegoodsJan 2019 to May 2019
- Apex Friendship High SchoolAug 2017 to Jun 2019
- Sonic Drive-inAug 2017 to Jan 2019
- Apex High SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7989382
- Firm CRD
- 104555