David J. Doutre
STRATEGIC ADVISERS LLC | Financial Consultant
SAN ANTONIO, TX
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CRD#: 5747744
Professional summary
David J. Doutre, who also goes by David Joseph Doutre, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Antonio, Texas and FIDELITY BROKERAGE SERVICES LLC located in San Antonio, Texas.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. David has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
It is not about me, it is about you. Leveraging the values instilled in me through four years of military service and the experience gained over more than a decade in financial planning, I serve clients by understanding their unique story, identifying their risks and opportunities, and then planning to strive toward their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Joseph Doutre
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David J. Doutre'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®
NoneEducation
University of Utah
Bachelor of Arts (BA) - Political Science
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392RIA
CRD#: 104555
SAN ANTONIO, TX
Current
July 17, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 139 North Loop 1604 East, #103, San Antonio, TX 78232BD
CRD#: 7784
San Antonio, TX
Past
August 4, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
May 23, 2020 - July 24, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
San Antonio, TX
Past
May 23, 2020 - July 24, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
San Antonio, TX
Past
January 8, 2018 - May 24, 2020
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
SAN ANTONIO, TX
Past
March 8, 2010 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
February 12, 2010 - May 24, 2020
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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(4/5/2022)
RR
Arizona(2/18/2022)
RR
Arkansas(7/26/2021)
RR
California(3/12/2021)
RR
Colorado(11/23/2021)
RR
Florida(5/9/2022)
RR
Kansas(5/19/2023)
RR
Louisiana(3/10/2022)
RR
Massachusetts(1/6/2024)
RR
New Mexico(7/8/2022)
RR
North Carolina(9/28/2021)
RR
Oklahoma(7/31/2024)
RR
Oregon(9/29/2023)
RR
South Carolina(3/24/2025)
RR
South Dakota(10/5/2021)
RR
Texas(7/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/3/2021)
RR
Virginia(1/25/2024)
RR
Washington(5/13/2022)
RR
Wisconsin(9/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555San Antonio, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
