Cetera Investment Advisers
41yrs
Top advisor by experience in Meridian
19yrs
Daniel Reece
Financial advisor at Strategic Advisers
Daniel Reece is a fiduciary financial advisor in Meridian, Idaho, with 19 years in the industry. After less than a year at Raymond James Financial Services Advisors and a year at Wells Fargo Advisors, Daniel joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 223 advisors with offices in Meridian, and one of 212 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
OfficeMeridian, ID
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Apr 2025
- Oct 2013 – May 2014Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2013Cetera Investment Services LLCPreviously
- 2007 – 2011Charles Schwab & CO., Inc.Previously
- May 2007 – Aug 2007Edward JonesPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. Meridian, IDOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Reece. Daniel works from the Meridian, ID office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.
What licenses does Daniel hold?
Series 66. 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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