Integrated Advisors Network LLC

Investment Advisor
in Dallas, TX

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About this Advisor

David Sztrom is a financial advisor operating out of Dallas, Texas, with 5 years of relevant experience. Sztrom is on the advisory team at Integrated Advisors Network LLC. Throughout their career, they have worked at Ubs Financial Services, Travel, University Of Arizona, Dw Advisors, Advanced Practice Advisors, LLC, Sztrom Capital Management LLC and Integrated Advisors Network, LLC. Sztrom has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California, Louisiana and Pennsylvania. Integrated Advisors Network LLC is a firm that has its headquarters in Dallas, TX. The investment advisory business has offices in 39 locations and a total of 81 people on staff. It handles $4 billion in assets under management between its 11,258 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 11,258 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services provided. However, fees charged by Integrated Advisors Network LLC likely include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

8117 Preston Rd Suite 300
Dallas, TX 75225

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

David Sztrom Work History

David has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Integrated Advisors Network, LLC

2016 - 2018 (2 years)

Sztrom Capital Management LLC

2015 - 2015 (< 1 year)

Dw Advisors

2015 - 2018 (3 years)

Advanced Practice Advisors, LLC

2014 - 2015 (1 year)

Ubs Financial Services

2014 - 2014 (< 1 year)


2012 - 2013 (1 year)

University Of Arizona

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of David Sztrom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

Stephen Hall
Springfield, MO
Steven Peake
Dallas, TX
Mason Tucker
Dallas, TX
Brandon Kelley
Dallas, TX
Michael Stephenson
San Diego, CA
Michael Norris
Dallas, TX
Mark Huber
Mount Airy, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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