Haley Nicole Daniels
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Reunion Kitchen & DrinkJan 2022 to Feb 2023
- The CruiseryJul 2021 to Dec 2021
- The LarkJul 2021 to Jul 2021
- INC 82 BrewingMar 2021 to Jun 2021
- University of California Santa BarbaraAug 2020 to Sep 2022
- UnemployedMar 2020 to Mar 2021
- Lazy Dog Restaurant & BarDec 2019 to Mar 2020
- Danville HarvestMay 2019 to Dec 2019
- Cocina HermanasDec 2018 to Dec 2019
- Certified Planners IncDec 2018 to Jul 2019
- Worth RanchMay 2018 to Dec 2018
- Bills CafeMar 2018 to Dec 2018
- First Street AlehouseFeb 2018 to May 2018
- Las Positas CollegeJan 2018 to May 2020
- Forbes Mill SteakhouseJul 2017 to Sep 2017
- Chabot CollegeJan 2017 to Dec 2019
- In N Out BurgerDec 2015 to Feb 2018
- Arroyo High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7710060
- Firm CRD
- 104555