Emily Ann Daniels
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCAug 2026 to now
- Fidelity InvestmentsJan 2026 to now
- San Diego City CollegeAug 2024 to Feb 2026
- Mission BrewerySep 2023 to Mar 2024
- Northpark BrewingAug 2023 to Jan 2026
- Bridges RestaurantAug 2021 to Aug 2023
- Danville BrewingAug 2021 to Jul 2023
- INC 82Mar 2020 to Aug 2021
- Bj's RestaurantsJan 2018 to Mar 2020
- Wells FargoApr 2017 to Mar 2018
- Chabot CollegeAug 2014 to Aug 2020
- Las Positas CollegeAug 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8215398
- Firm CRD
- 104555