Daniella Nicole Lacroix
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- Wells Fargo Bank, NASep 2022 to Sep 2023
- Wells Fargo Clearing Services, LLCSep 2022 to Sep 2023
- Bank of America, N.A.Jun 2021 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Aug 2022
- Wells FargoJan 2020 to Jun 2021
- The Juice ShopOct 2019 to Jan 2020
- City College of San FranciscoSep 2019 to Dec 2019
- Wise Sons CateringJun 2019 to Mar 2020
- Zucherburg General HospitalMay 2019 to Sep 2019
- Reveille Coffee co.Dec 2018 to Oct 2019
- Olive & GourmandoAug 2018 to Nov 2018
- Boulangerie La FournilAug 2016 to May 2017
- La Lumiere Du Mile EndJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7405873
- Firm CRD
- 104555