UBS Financial Services
47yrs
Top advisor by experience in Scarsdale
27yrs
Based in Scarsdale, New York, Daniel Jackson is a fiduciary financial advisor with 27 years of industry experience. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent four years at Fidelity Personal and Workplace Advisors and five years at T. Rowe Price Advisory Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 69 advisors with offices in Scarsdale, and one of 65 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
Office799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2001 – 2006T. Rowe Price Advisory Services, Inc.Previously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. 799 Central Park Ave Greenville Shopping CenterScarsdale, NY 10583Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Strategic Advisers at (617) 563-7000 and ask for Daniel Jackson. Daniel works from the Scarsdale, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 5% by experience at Strategic Advisers.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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