David Ariel Angulo
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Forever Yours EventsDec 2024 to Oct 2025
- Optimum LogosticsDec 2024 to Oct 2025
- Nicklaus Childrens HospitalJun 2024 to Oct 2025
- Hurricane Digital MarketingFeb 2020 to Oct 2025
- City of Doral Parks and RecreationAug 2019 to Feb 2020
- Continental National BankDec 2018 to Aug 2019
- South Miami HospitalMay 2017 to Dec 2018
- Christopher Columbus High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8198647
- Firm CRD
- 104555