Daniella Russo
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Mike Anthony Group IncAug 2022 to Jan 2023
- Monmouth UniversityMay 2022 to Feb 2023
- Bank of AmericaDec 2020 to Feb 2022
- Wells Fargo AdvisorsApr 2018 to Dec 2020
- Monmouth UniversitySep 2017 to May 2021
- St Joseph By the Sea High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7323409
- Firm CRD
- 104555