Daniel Stephen Nash
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 LLCJul 2026 to now
- Fidelity InvestmentsJun 2026 to now
- EquitableMay 2026 to Jun 2026
- Equitable Advisors, LLCMay 2026 to Jun 2026
- UnemployedMar 2026 to May 2026
- Equitable Advisors, LLCNov 2025 to Mar 2026
- UnemployedJun 2025 to Nov 2025
- NewfrontAug 2020 to Jun 2025
- Self-employedApr 2020 to Aug 2020
- UnemployedMar 2020 to Apr 2020
- Newfront InsuranceNov 2019 to Mar 2020
- UnemployedOct 2019 to Nov 2019
- Capital Planning Group, Stander & AssociatesJul 2019 to Oct 2019
- UnemployedMar 2019 to Jul 2019
- ReferralexchangeOct 2018 to Mar 2019
- Mana Sushi & BbqAug 2018 to Aug 2018
- UnemployedMay 2017 to Oct 2018
- Mount Royal Fine FoodsNov 2016 to May 2017
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8181854
- Firm CRD
- 104555