David MathewsCRD Number: 5416984
Current Firm: Strategic Advisers, Inc.
David Mathews (CRD# 5416984) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 10 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Cary, NC||Jul 2007 - Current||10|
|Iron Mountain||Cary, NC||Sep 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV