Dave Strandberg, financial advisor Santa Barbara CA

Dave Strandberg

CRD Number: 6377908
Current Firm: Montecito Investment Strategies
Compensation Model: Fee Only

Dave Strandberg is founder and Managing Director at the boutique investment management firm Montecito Investment Strategies.

During his successful career in the software industry, Mr. Strandberg founded a company (BullChart.com) that provided technical analysis and stock charts to thousands of investors and subscribers for over 10 years. The charts, technical analysis and algorithms that were created for BullChart.com now form the core of the investment strategies offered by Montecito Investment Strategies.

Clients of Montecito Investment Strategies have access to investment strategies that make sense for them with assets held in separately managed accounts at Charles Schwab.  Fees are based on a percentage of the assets being managed. As a Registered Investment Advisor, we are legally bound by the fiduciary standard when serving clients. This means that we always act in our client's best interest.

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Company Name Location Dates Years
Montecito Investment Strategies Santa Barbara, CA Mar 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Dave W. Strandberg
Phone Number: 805-698-5890
Registered State(s):
  • CA
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