Montecito Investment Strategies

Montecito Investment Strategies (CRD# 172218) is a financial advisory firm headquartered in , . They manage $1,845,822 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Montecito Investment Strategies
Showing 1 - 1 of 1 top financial advisors.
Dave W. Strandberg
CRD#: 6377908
Santa Barbara, CA 93103

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 ( 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 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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