Daniel Surette
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Next Level SailingOct 2022 to Mar 2023
- Pacific Beach AlehouseSep 2022 to Oct 2022
- Haverhill Police DepartmentDec 2019 to Aug 2022
- Total Deck CareAug 2019 to Dec 2019
- Hampton Police DepartmentMar 2017 to Mar 2019
- University of Massachusetts AmherstSep 2016 to May 2019
- Mcgonagle Home ImprovementJun 2016 to Jun 2019
- Cedardale Groveland Day Camp and Outing CenterJun 2013 to Aug 2019
- Market BasketNov 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7710130
- Firm CRD
- 104555