Declan Quinn
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCJul 2026 to now
- Fidelity InvestmentsApr 2025 to now
- UnemployedOct 2024 to Apr 2025
- Keenan FinancialJun 2024 to Oct 2024
- University of Massachusetts AmherstSep 2023 to Jun 2024
- Town of DanversMay 2023 to Sep 2023
- University of Massachusetts AmherstSep 2022 to May 2023
- Town of DanversMay 2022 to Sep 2022
- University of Massachusetts AmherstSep 2021 to May 2022
- Town of DanversJun 2021 to Sep 2021
- University of Massachusetts AmherstSep 2020 to Jun 2021
- Town of DanversJun 2020 to Sep 2020
- Danvers High SchoolSep 2019 to Jun 2020
- Town of DanversJun 2018 to Sep 2019
- Danvers High SchoolSep 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7991974
- Firm CRD
- 104555