Mason Daniel Arnold
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsDec 2025 to now
- Dxc TechnologyJul 2023 to Nov 2025
- Fidelity InvestmentsJun 2022 to Jul 2023
- Avetta LLCNov 2019 to May 2022
- Utah Valley UniversityAug 2019 to Aug 2022
- SubwayJan 2019 to Aug 2019
- Evergreen Washelli Funeral Home & CemeteryAug 2018 to Dec 2018
- Sbl RentalsJul 2018 to Jul 2018
- Brigham Young University- IdahoJan 2018 to Jul 2018
- Evergreen Washelli Funeral Home & CemeteryOct 2017 to Jan 2018
- Church of Jesus Christ of Latter-day SaintsOct 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7589978
- Firm CRD
- 104555