Raymond James Financial Services Advisors
41yrs
Top advisor by experience in Lone Tree
19yrs
Gary McDaniel
Financial advisor at Strategic Advisers
Based in Lone Tree, Colorado, Gary McDaniel is a fiduciary financial advisor with 19 years of industry experience. Gary joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Gary holds the CFP® designation.
One of 86 advisors with offices in Lone Tree, and one of 75 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
Office9185 East Westview Road, Lone Tree, CO 80124
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2008 – 2018Strategic Advisers LLCPreviously
Contact Gary
9185 East Westview RoadLone Tree, CO 80124Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Gary
Tailored to Gary’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 Gary
How do I contact Gary?
Call Strategic Advisers at (617) 563-7000 and ask for Gary McDaniel. Gary works from the Lone Tree, CO office.
How long has Gary been a financial advisor?
Gary has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.
What licenses does Gary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gary 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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