Danielle Mills
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Fisher InvestmentsAug 2018 to Sep 2025
- Bridgetown Wealth Management (dba)Jan 2017 to Aug 2018
- M & J Group IncJan 2015 to Aug 2018
- Various Insurance Carriers for W&r Insurance CarriersOct 2012 to Aug 2018
- Waddell & Reed IncOct 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6112228
- Firm CRD
- 104555