Harrison David Record
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedApr 2025 to Oct 2025
- Dynamic SlrOct 2022 to Apr 2025
- Doordash DriverAug 2022 to Oct 2022
- Take 5 Oil ChangeOct 2021 to Oct 2022
- Green Vine MarketJan 2021 to Oct 2021
- Napoli's Pizza & RestaurantJan 2020 to Jan 2021
- Plano East Senior HighJan 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8183606
- Firm CRD
- 104555