Daniel Reece
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsApr 2025 to now
- Raymond James Financial Services Advisors, Inc.Nov 2024 to Apr 2025
- Mainspring Wealth AdvisorsOct 2024 to Apr 2025
- Raymond James Financial Services, Inc.Oct 2024 to Apr 2025
- 12.2 Investment Management LLCOct 2020 to Oct 2024
- Toxin Free Dad LLCAug 2018 to Oct 2024
- Reece Essentials LLCFeb 2018 to Oct 2024
- Cole Valley Christian SchoolsApr 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5303137
- Firm CRD
- 104555