DS
David I. Strunc
CETERA INVESTMENT ADVISERS LLC
ORLANDO, FL 32819
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CRD#: 4766050
DS
Professional summary
David Isaiah Strunc is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Orlando, Florida and CETERA ADVISORS LLC located in Orlando, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. David has worked at 5 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) FIXED INSURANCE ; (2) REAL ESTATE, RENTAL PROPERTIES, MANAGE REAL ESTATE PROPERTIES, 12K PER/YR, 0 HR/WK, START 2005 ; (3) SUNRISE WEALTH ADVISORS, DBA NAME, FINANCIAL SERVICES FOUNDING PARTNER, SAME AS OFFICE ADDRESS, START 11/2009, 40-50 HR/WK, COMMISSIONS ; (4) NOTARY, NOT COMPENSATED, START 2010, SAME AS OFFICE ADDRESS, 0 HRS ; (5) DIS INVESTMENT MANAGEMENT, INC. NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, BUSINESS ENTITY FOR TAX PURPOSES, START JUNE 2014, NO TIME DEVOTED TO THIS ACTIVITY, OWNER ; (6) NAME OF OTHER BUSINESS: BABROONIE INVESTMENTS LLC DBA SANTINOS PIZZA N WINGS ; INVESTMENT RELATED: NO ; ADDRESS: 5420 DEEPLAKE RD, OVIEDO FL 32765 ; NATURE OF BUSINESS: RESTAURANT ; START DATE: 07/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 5-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10 ; BRIEF DESCRIPTION OF DUTIES:RUNNING RESTAURANT WITH FAMILY ;
CRS (Client Relationship Summary) - RIA
Click below to view David Isaiah Strunc's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6052 Turkey Lake Rd Ste 101, Orlando, FL 32819RIA
CRD#: 105644
ORLANDO, FL
Current
June 22, 2012 - Present
CETERA ADVISORS LLC
Office #1: 6052 Turkey Lake Rd Ste 101, Orlando, FL 32819BD
CRD#: 10299
Orlando, FL
Past
June 26, 2012 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
December 2, 2009 - July 6, 2012
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
ORLANDO, FL
Past
November 11, 2009 - July 6, 2012
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
ORLANDO, FL
Past
July 7, 2004 - November 11, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ORLANDO, FL
Past
May 27, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 27, 2004 - November 11, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ORLANDO, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/20/2021)
RR
Arizona(7/2/2018)
RR
California(6/22/2012)
RR
Florida(6/22/2012)
IAR
Florida(3/25/2024)
RR
Georgia(4/9/2020)
RR
Illinois(4/13/2021)
RR
Indiana(7/9/2012)
RR
Kentucky(9/26/2018)
RR
Louisiana(6/22/2012)
RR
Maryland(1/28/2022)
RR
Mississippi(4/7/2021)
RR
New Jersey(6/22/2012)
RR
New York(6/22/2012)
RR
North Carolina(7/20/2020)
RR
Ohio(3/17/2020)
RR
South Carolina(2/1/2017)
RR
Texas(1/23/2020)
IAR
Texas(3/21/2024)
RR
Virginia(1/6/2017)
RR
West Virginia(5/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Orlando, FL 32819TRUST BUT VERIFY
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