David MotolaCRD Number: 5901590
Current Firm: Strategic Advisers, Inc.
David Motola (CRD# 5901590) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Feb 2011 - Current||6|
|Dominos Pizza||Salt Lake City, UT||Jan 2011 - Feb 2011||< 1|
|Unitedhealthcare||Salt Lake City, UT||Sep 2010 - Jan 2011||< 1|
|Rhino Pest Control||Modesto, CA||May 2010 - Sep 2010||< 1|
|Bush And Sons Carpet Cleaning||Salt Lake City, UT||Jan 2010 - May 2010||< 1|
|Salt Lake Community College||Salt Lake City, UT||Jan 2010 - May 2010||< 1|
|Lds Business College||Salt Lake City, UT||Sep 2009 - Dec 2009||< 1|
|Rhino Pest Control||Modesto, CA||Mar 2009 - Aug 2009||< 1|
|Unemployed||Salkt Lake City, UT||Jan 2009 - Feb 2009||< 1|
|Granite School District||Salt Lake City, UT||Nov 2008 - Jan 2009||< 1|
|Church Of Jesus Christ Of Latter-day Saints||Salt Lake City, UT||Oct 2006 - Oct 2008||2|
|O'ccurance||Salt Lake City, UT||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
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