Danny Santana
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- Bank of America, N.A.Sep 2024 to Feb 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Feb 2026
- Interstate BatteriesAug 2020 to Oct 2022
- Victoria's Secret StoresDec 2018 to Jan 2019
- Raritan Valley Community CollegeAug 2016 to Aug 2020
- Manville Recreational DepartmentMay 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 7655980
- Firm CRD
- 104555