Truist Advisory Services
42yrs
Top advisor by experience in Westlake
7yrs
David Pool has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Westlake, Texas. After three years at Fidelity Personal and Workplace Advisors and a year at Edward Jones, David joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?More experience than 61% of advisors in Westlake
OfficeOne Destiny Way, Westlake, TX 76262
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.
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
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2020 – Nov 2020Edward JonesPreviously
Contact David
(617) 563-7000Firm headquarters in Boston, MA. Ask for David. One Destiny WayWestlake, TX 76262Office · Get directions
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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
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About David
How do I contact David?
Call Strategic Advisers at (617) 563-7000 and ask for David Pool. David works from the Westlake, TX office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 7 years. More experience than 61% of advisors in Westlake.
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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