Daniel Richardson
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 LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Dave's Fresh MarketplaceAug 2021 to Dec 2021
- Rhode Island Department of Environmental ManagementMay 2020 to Oct 2020
- Rhode Island CollegeAug 2019 to Dec 2021
- Rhode Island Department of Environmental ManagementMay 2019 to Oct 2019
- Community College of Rhode IslandOct 2018 to May 2019
- Rhode Island Department of Environmental ManagementMay 2018 to Oct 2018
- Harmony LibraryMar 2018 to May 2018
- Smithfield Y.M.C.AMar 2018 to May 2018
- Bryant UniversityJan 2018 to May 2018
- University of New EnglandAug 2017 to Dec 2017
- Smithfield Y.M.C.ASep 2016 to Apr 2017
- Rhode Island Department of Environmental ManagementMay 2016 to Aug 2017
- Ponaganset High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7499096
- Firm CRD
- 104555