Daniel Joseph Hillery
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- United Parcel ServiceNov 2020 to Jan 2021
- Natural Grocers By Vitamin CottageOct 2019 to Jul 2021
- Good MedsMay 2019 to Oct 2019
- Native RootsJan 2018 to May 2019
- Wide Open WestJul 2017 to Dec 2017
- Chipotle Mexican GrillMar 2016 to Jul 2017
- Lindenwood UniversityAug 2013 to May 2017
- Wegmans Food MaretsMar 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
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
- 7421626
- Firm CRD
- 104555