Danielle Nancy Pinkham
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 LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Churchill EventsJun 2023 to Sep 2024
- Maine Community College SystemJul 2022 to Jan 2023
- Celtics CampsJul 2021 to Jul 2022
- Msad 6 School SystemSep 2019 to Aug 2024
- Harborside TavernMay 2018 to Oct 2019
- Saint Joseph's College of MaineSep 2015 to May 2019
- The Anchor Restaurant/ Moscungus Bay LobsterMay 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (ME, 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
- 7987128
- Firm CRD
- 104555