David James Van Osdol

Employer firm

Smarter Way Wealth CRD 342140

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 07/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2018 → 08/2019
  Peller Wealth Management
  New York, NY
• 11/2015 → 11/2018
  Homemaker
  Irvington, NY
• 07/2019 → 08/2019
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2019 → 08/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2019 → 01/2021
  Ameriprise Financial Services, Inc
  Rye Brook, NY
• 10/2021 → 03/2026
  Fidelity Investments
  Chappaqua, NY
• 01/2021 → 10/2021
  Unemployed
  Irvington, NY
• 03/2025 → 03/2026
  Fidelity Investments
  Boston, MA
• 05/2026 → Present
  Smarter Way Wealth, Llc
  New Haven, CT

Previous Registrations

• 2025-03-31 → 2026-04-03
  Strategic Advisers Llc
  Nyack, NY
  Chappaqua, NY
  Chappaqua, NY
  Boston, MA
• 2021-12-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chappaqua, NY
• 2019-07-16 → 2019-09-04
  Cetera Investment Advisers Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-07-11
• S65 Uniform Investment Adviser Law Examination
  1998-08-06
• S63 Uniform Securities Agent State Law Examination
  1993-11-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David James Vanosdol
• David James Van Osdol
• David Van Osdol