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Daniel John Stabile

Investment adviser representative at Strategic Advisers LLC
22 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

22 years in the industry.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsOct 2025 to now
  3. UnemployedAug 2025 to Oct 2025
  4. Insight GlobalJul 2025 to Aug 2025
  5. West MarineFeb 2025 to Jul 2025
  6. Haight and AshburyDec 2024 to Jan 2025
  7. Michelle P. DesjardinsSep 2024 to Dec 2024
  8. Aquinas ConsultingJun 2024 to Sep 2024
  9. Towne ParkOct 2023 to Jun 2024
  10. Castle GroupSep 2023 to Oct 2023
  11. UnemployedJan 2003 to Sep 2023

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
8182765
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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