David Taucher, financial advisor Pepper Pike OH

David Taucher

CRD Number: 1297622
Current Firm: Stratos Wealth Advisors LLC

David Taucher (CRD# 1297622) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Pepper Pike, OH and has over 38 years of experience in the finance industry. David Taucher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stratos Wealth Advisors, LLC Pepper Pike, OH Dec 2023 - Current < 1
Beacon Financial Advisory LLC Cleveland, OH Apr 2020 - Dec 2023 3
David Taucher Broadview Hts., OH Dec 2019 - Mar 2020 < 1
Springside Partners LLC Akron, OH Apr 2019 - Dec 2019 < 1
Dakota Wealth, LLC Palm Beach Gardens, FL Apr 2019 - Dec 2019 < 1
Sequoia Financial Group, LLC Akron, OH Oct 2016 - Apr 2019 2
Sequoia Financial Advisors, LLC Akron, OH Sep 2016 - Apr 2019 2
Rav Financial Services, LLC Beachwood, OH Jan 1995 - Sep 2016 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for David Taucher
Phone Number: (440) 519-2500
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    3,549
    MILLIONS
  • Total Number of Accounts
    12,212
    ACCOUNTS
  • Average Account Value
    $290,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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