Daniel J. West
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Daniel J. West? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Mellor and Associates PllcDec 2021 to Jun 2022
- Forum Builders, LLCAug 2021 to Dec 2021
- Fidelity InvestmentsJun 2021 to Aug 2021
- Greenix Holdings LLCApr 2021 to Jun 2021
- Brigham Young UniversitySep 2019 to Apr 2022
- Aptive Environmental, LLCApr 2019 to Nov 2020
- Brigham Young University, IdahoJan 2018 to Apr 2019
- N/aNov 2017 to Dec 2017
- The Church of Jesus Christ of Latter Day SaintsNov 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7586278
- Firm CRD
- 104555