Schrum Private Wealth Management
43yrs
Top advisor by experience in St. Augustine
12yrs
David Riberon
Financial advisor at Strategic Advisers
David Riberon has worked in the financial industry for 12 years and is a fiduciary financial advisor based in St. Augustine, Florida. David has been with Strategic Advisers since 2025; before that, David spent two years at Fidelity Personal and Workplace Advisors and seven years at Equitable Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 205 advisors with offices in St. Augustine, and one of 192 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 66% of advisors at Strategic Advisers
OfficeSt. Augustine, FL
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2022Equitable Advisors, LLCPreviously
Contact David
(617) 563-7000Firm headquarters in Boston, MA. Ask for David. St. Augustine, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- 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 Riberon. David works from the St. Augustine, FL office.
How long has David been a financial advisor?
David has been in the industry since 2015, about 12 years. More experience than 66% of advisors at Strategic Advisers.
What licenses does David hold?
Series 66. 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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