David M Herrell
Financial advisor at Strategic Advisers LLC · Portland, OR
Last updated 2026-10-10
Claim your profileDavid M Herrell is a financial advisor at Strategic Advisers LLC in Portland, OR, CRD 2620077. Licenses and exams on the registration: Series 65, Series 66. IAPD registration began 2020-02-11.
Registration
- CRD number
- 2620077
- Registration status
- Active
- IAPD registration
- 2020-02-11
- Industry Experience
- 6 years
- Work Experience
- 10 years
- States registered
- OR, TX
Licenses and exams
- Series 65
- Series 66
Work history
- 2016-06 to 2019-04 · Larry Miller Ford · Lakewood, CO
- 2019-05 to 2019-09 · Unemployed · Denver, CO
- 2019-10 to Present · Fidelity Brokerage Services LLC · Greenwood Village, CO
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
David M Herrell is a financial advisor at Strategic Advisers LLC in Portland, OR. Reported securities licenses include Series 65 and Series 66. The latest record indicates 6 years of industry experience and 10 years of reported work history. Reported roles include Fidelity Investments, Fidelity Brokerage Services LLC, Unemployed, Larry Miller Ford.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Portland, OR
45 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you David M Herrell?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.