Dana Marie Downey
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- FedexMay 2024 to May 2024
- Stay At Home MomMar 2024 to Jul 2024
- Chisholm Plumbing, Air, and ElectricOct 2023 to Mar 2024
- Stay At Home MomSep 2023 to Oct 2023
- Brown and PartnerSep 2023 to Sep 2023
- Tlc MotorsJul 2023 to Sep 2023
- Stay At Home MomJun 2023 to Jul 2023
- Top Tier Solar SolutionsSep 2022 to Jun 2023
- Student/movingJul 2022 to Sep 2022
- CO SushiJun 2022 to Jul 2022
- Wicked TunaMay 2022 to May 2022
- Ocean Front Bar and GrillMay 2020 to Apr 2022
- CO SushiJun 2019 to Apr 2021
- RiptydzOct 2018 to Jun 2019
- WyndhamMay 2018 to Oct 2018
- Beaver BarJun 2017 to Jun 2020
- Carabbas Italian GrillMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7963201
- Firm CRD
- 104555