David Canter

Company: Finley Point Strategy

Position: Chief Executive Officer

David Canter is widely known across the RIA industry. In his previous role as Executive Vice President and Head of the RIA segment for Fidelity Clearing & Custody Solutions, he led a team that provided a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting services to registered investment advisors. David was responsible for driving the execution and results of sales and relationship management of more than 2,800 RIA firms across eight territories throughout the U.S. 

During his career, David has held numerous positions at several well-respected financial institutions, gaining experience in multiple facets of the industry. From Head Legal Counsel of Schwab Institutional, Chief Legal and Compliance Officer at Post Advisory Group, and other roles focused on practice management, trading and operations, consulting, and investments—making David a well-rounded leader in the RIA space. 

David currently sits on the board of Invest in Others and is a former board member of Foundation for Financial Planning. Invest in Others is an organization that helps financial advisors make the most of their charitable work and create a bigger impact within their communities. Freedom For Financial Planning provides veterans, cancer patients, and people in crisis access to pro bono financial planning and financial resources. 

In 1990, David received his Bachelor of Arts degree in Political Science from the University of Wisconsin. He then went on to earn his Juris Doctorate from the University of Baltimore Law in 1993. He currently holds his FINRA Series 24 license and is a California State Bar member.