UBS Financial Services
43yrs
Top advisor by experience in Portsmouth
15yrs
Dane Selke is a fiduciary financial advisor in Portsmouth, Rhode Island, with 15 years in the industry. After five years at Fidelity Personal and Workplace Advisors and two years at Edward Jones, Dane joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Dane holds the CFP® designation.
One of 22 advisors with offices in Portsmouth, and one of 22 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficePortsmouth, RI
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2018 – Jun 2020Edward JonesPreviously
- 2011 – 2018Plante Moran Financial AdvisorsPreviously
Contact Dane
Portsmouth, RIOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dane
Tailored to Dane’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 Dane
How do I contact Dane?
Call Strategic Advisers at (617) 563-7000 and ask for Dane Selke. Dane works from the Portsmouth, RI office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Dane hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dane 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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