David J. Reyna
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Lucille's Smokehouse and BbqApr 2023 to Aug 2025
- FntechAug 2022 to Apr 2023
- Lucille's Smokehouse & BbqOct 2021 to Aug 2022
- Best BuyOct 2021 to Dec 2021
- AldiJul 2021 to Oct 2021
- CostcoJul 2021 to Aug 2021
- Charter CommunicationsNov 2020 to Aug 2021
- BbsiAug 2020 to Oct 2020
- United States Census BureauJul 2020 to Nov 2020
- DoordashMay 2020 to Dec 2023
- AldiApr 2020 to Jul 2020
- Ross Stores Inc.Jan 2018 to Jul 2020
- Tj MaxxSep 2017 to May 2020
- Life Pacific UniversityAug 2017 to Jun 2022
- California Virtual AcademiesJul 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8151699
- Firm CRD
- 104555