Daniella Vincent
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Love & SaltDec 2022 to Jan 2023
- Britt & Associates Ameriprise FinancialNov 2022 to Mar 2023
- UnemployedMay 2022 to Nov 2022
- The Foolproof FoundationMay 2021 to Aug 2021
- Loyola Marymount UniversityAug 2019 to May 2022
- El Pollo InkaJul 2019 to Dec 2019
- Palos Verdes High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7659525
- Firm CRD
- 104555