David Coolbaugh

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2013 → 04/2017
  Usaa Financial Advisors Inc
  San Antonio, TX
• 03/2013 → 04/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 04/2017 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 09/2020 → 10/2021
  Citigroup
  San Antonio, TX
• 06/2019 → 09/2020
  Unemployed
  San Antonio, TX
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2020-12-09 → 2021-09-28
  Citigroup Global Markets Inc.
  Jacksonville, FL
  San Antonio, TX
  Jersey City, NJ
• 2017-04-04 → 2019-07-03
  Usaa Investment Services Company
  San Antonio, TX
  Henrico, VA
• 2013-09-13 → 2017-04-05
  Usaa Financial Planning Services
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-09-12
• S63 Uniform Securities Agent State Law Examination
  1985-11-12

Other Names

• David Edward Coolbaugh
• David Coolbaugh