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David Strunc

21 Years of Experience
Orlando, FL
1 DisclosureBrokerSells Insurance

David Strunc is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6052 Turkey Lake Rd Ste 101, Orlando, FL, 32819

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History

Regulatory History (1)
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Customer Dispute
January 2025
Settled
Other Business ActivitiesSells Insurance

David is involved in several business activities, including fixed insurance sales, real estate management since 2005, and is a founding partner at Sunrise Wealth Advisors since 2009, dedicating about a quarter of his time. He also owns Babroonie Investments LLC, operating Santinos Pizza N Wings, and spends a few hours per week running the restaurant.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
June 2012 - Present · 14 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
June 2012 - March 2024 · 11 yrs 9 mos
Woodbury Financial Services, INC.
December 2009 - July 2012 · 2 yrs 7 mos
Woodbury Financial Services, INC.Broker
November 2009 - July 2012 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
July 2004 - November 2009 · 5 yrs 4 mos
Ameriprise Financial Services, INC.Broker
May 2004 - November 2009 · 5 yrs 6 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.