Daniel J. Davis
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Apex Systems, Inc.Jan 2020 to Jun 2022
- UnemployedNov 2019 to Jan 2020
- Harris Teeter, LLC.Oct 2019 to Nov 2019
- UnemployedJun 2019 to Oct 2019
- Mendoza College of Business University of Notre DameApr 2019 to Sep 2019
- Self-employedFeb 2019 to Feb 2019
- United States ArmyJul 2014 to Jun 2019
- United States Military Academy At West PointJul 2014 to May 2018
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 (MI, 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
- 7606708
- Firm CRD
- 104555