Daniel Clothier
Investment adviser representative at Strategic Advisers LLC
22 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
22 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- The Home DepotOct 2023 to Jun 2024
- Brinker International (chilis)Sep 2023 to Oct 2023
- UnemployedAug 2023 to Oct 2023
- Dc Retina DocsJul 2023 to Aug 2023
- Dialog DirectJun 2023 to Jul 2023
- The Council of State GovernmentsSep 2022 to May 2023
- UnemployedJul 2022 to Sep 2022
- Ideal ImageJan 2022 to Jul 2022
- Utah Valley University Student AssociationAug 2021 to Apr 2022
- Utah Valley University Student AssociationAug 2020 to Apr 2021
- Treeo|Oct 2019 to Jan 2022
- UnemployedSep 2019 to Oct 2019
- VivintJun 2019 to Sep 2019
- Blended Star (jamba Juice)Mar 2017 to May 2019
- Primary and Secondary EducationSep 2004 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7948258
- Firm CRD
- 104555