Daniel Lewis
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Colorado Cpr ProsSep 2022 to now
- Saint Vrain Valley School DistrictOct 2024 to Jan 2025
- Denver Church of ChristAug 2019 to Apr 2024
- San Diego Church of ChristMay 2017 to Aug 2019
- San Diego Unified School DistrictNov 2016 to Jun 2019
- San Diego Mesa CollegeFeb 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8034723
- Firm CRD
- 104555