David Brughelli
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Brughelli is an investment adviser representative with Strategic Advisers LLC in Lakewood, CO, where they have been registered since 2025. They have worked in the securities industry since 2023. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J. KENT Staffing CompanyApr 2017 – Feb 2020Denver, CO
- American AwningApr 2019 – Aug 2021Wheatridge, CO
- Saint Thomas Aquinas University ParishAug 2021 – May 2022Boulder, CO
- Kokua EducationApr 2023 – Jun 2023Denver, CO
- Firstbank Holding CompanyMay 2022 – May 2023Lakewood, CO
- Fidelity InvestmentsAug 2023 – no end date reportedGreenwood Village, CO
- Highland Siteworks LLCMay 2023 – Aug 2023Golden, CO
- Dicks Sporting GoodsMay 2018 – Jul 2018Lakewood, CO
- Bonefish GrillApr 2018 – Apr 2018Lakewood, CO
- Green Mountain HIGH SchoolMay 2014 – May 2018Lakewood, CO
- University OF Colorado BoulderAug 2018 – Aug 2022Boulder, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Brughelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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