Financial advisor
David Clayton Poudrier
At Savant Wealth Management · Oklahoma City, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Exencial Wealth Advisors | Exencial | Savant Wealth Management | Acquisition | March 30, 2026 | $6.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 23, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | June 9, 2020 | April 30, 2026 |
| WILLINGDON WEALTH MANAGEMENT LLC | Investment adviser | April 30, 2019 | July 10, 2020 |
| CHARLES SCHWAB & CO., INC. | Investment adviser | October 17, 2016 | May 21, 2019 |
| CHARLES SCHWAB & CO., INC. | Broker-dealer | October 17, 2016 | May 21, 2019 |
| STRATEGIC ADVISERS, INC. | Investment adviser | November 15, 2012 | October 6, 2016 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | November 14, 2012 | October 5, 2016 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | May 22, 2012 | September 26, 2012 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | May 21, 2012 | September 26, 2012 |
| STRATEGIC ADVISERS, INC. | Investment adviser | September 1, 2011 | May 10, 2012 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | December 23, 2010 | May 9, 2012 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.