David Dreier is an investment adviser representative (IAR) with state registration records since 2025, appearing at 3 firms. Currently registered with STRATEGIC WEALTH INVESTMENT GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 2026-08-03 | present | Yes |
| VALMARK ADVISERS INC | 2026-05-27 | 2026-07-06 | — |
| PEAK RETIREMENT PLANNING, INC. | 2025-05-07 | 2026-04-02 | — |