Daniel H. Shanks
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 LLCMar 2025 to now
- Fidelity InvestmentsNov 2021 to now
- Purshe Kaplan Sterling InvestmentsSep 2020 to Nov 2021
- Thrivent Advisor Network, LLC d/b/a Awaken Wealth PartnersJul 2020 to Nov 2021
- Shaw Security ManagementJun 2019 to Feb 2020
- JP Morgan Securities, LLCMay 2019 to Jul 2020
- JPMorgan Chase Bank, N.A.May 2019 to Jul 2020
- Texas Dow Employee CuSep 2018 to May 2019
- LPL Financial LLCAug 2018 to May 2019
- University of Houston - DowntownAug 2017 to Aug 2018
- Koko FitclubApr 2013 to Sep 2017
- Houston Community CollegeJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6987217
- Firm CRD
- 104555