Merrill
46yrs
Top advisor by experience in Princeton
17yrs
Daniel Engel has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Princeton, New Jersey. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent five years at Fidelity Personal and Workplace Advisors and two years at Wells Fargo Advisors. 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 899 advisors with offices in Princeton, and one of 842 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 21% by experience at Strategic Advisers
Office3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2018 – Jun 2020Wells Fargo Clearing Services, LLCPreviously
- Mar 2017 – Sep 2018TD Ameritrade, Inc.Previously
- Mar 2017 – Sep 2018TD Ameritrade Investment Management, LLCPreviously
- 2013 – 2017PNC Wealth Management LLCPreviously
- Jan 2011 – Nov 2011Morgan StanleyPreviously
- Jan 2010 – Aug 2010FSC Securities CorporationPreviously
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 Engel. Daniel works from the Princeton, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. Top 21% 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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