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David Clayton Poudrier

David C. Poudrier

EXENCIAL WEALTH ADVISORS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 5855467
David Clayton Poudrier

Professional summary

David Clayton Poudrier, CFP®, who also goes by Dave Poudrier, David Poudrier, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Tampa, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Poudrier | David Poudrier

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Clayton Poudrier's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

June 9, 2020 - Present

EXENCIAL WEALTH ADVISORS

Office #1: 100 S. Ashley Drive, Tampa, FL 33602
RIA
CRD#: 130475
Tampa, FL
Past

April 30, 2019 - July 10, 2020

WILLINGDON WEALTH MANAGEMENT LLC

RIA
CRD#: 129613
HUNTERSVILLE, NC
Past

October 17, 2016 - May 21, 2019

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Huntersville, NC
Past

October 17, 2016 - May 21, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Huntersville, NC
Past

November 15, 2012 - October 6, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TYSONS CORNER, VA
Past

November 14, 2012 - October 5, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TYSONS CORNER, VA
Past

May 22, 2012 - September 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MYRTLE BEACH, SC
Past

May 21, 2012 - September 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MYRTLE BEACH, SC
Past

September 1, 2011 - May 10, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

December 23, 2010 - May 9, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, 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".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP

CRD#: 130475 / SEC#: 801-62789

RIA
Registered Investment Advisory firm - (2/9/2004 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.

Highlighted states indicate IAR registrations

IAR
California
(6/6/2023)
IAR
Florida
(6/26/2023)
IAR
Michigan
(3/5/2024)
IAR
North Carolina
(6/9/2020)
IAR
Oklahoma
(6/9/2020)
IAR
Texas
(6/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2010
General Securities Representative Examination

Current Firm

EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP

CRD#: 130475 / SEC#: 801-62789

RIA
Registered Investment Advisory firm - (2/9/2004 Approved)
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Contact information

Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXENCIAL WEALTH ADVISOR ADV 2A 3-25-2025 (3/25/2025)
2024 AUDITED BALANCE SHEET (3/25/2025)

Regulatory assets under management

Total Number of Accounts9,357
AUM (Assets Under Management)$ 5,301,377,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
11/20/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EXENCIAL WEALTH ADVISORS

CRD#: 130475Tampa, FL 33602

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