Wells Fargo Advisors
47yrs
Top advisor by experience at Wells Fargo Advisors
34yrs
David Smith has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Sugar Land, Texas. After seven years at Fidelity Personal and Workplace Advisors, David joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. David holds the CFP® designation.
One of 336 advisors with offices in Sugar Land, and one of 302 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 1% by experience at Strategic Advisers
Office15600 Southwest Freeway, Sugar Land, TX 77478
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 1997 – 2018Strategic Advisers LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Strategic Advisers at 617-563-7000 and ask for David Smith. David works from the Sugar Land, TX office.
How long has David been a financial advisor?
David has been in the industry since 1992, about 34 years. Top 1% by experience at Strategic Advisers.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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