Forrest Daly
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 LLCSep 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Equitable Advisors, LLCAug 2023 to May 2024
- UnemployedJun 2023 to Aug 2023
- Elfin Support/robinhood FinancialJun 2021 to May 2022
- Amp SmartMay 2021 to Jul 2021
- The Pour House RestaurantDec 2020 to May 2021
- SafewayMar 2020 to Aug 2020
- California State University ChicoAug 2019 to May 2023
- Regal CinemasDec 2016 to Aug 2019
- UnemployedAug 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7404707
- Firm CRD
- 104555