Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
15yrs
Daniel Shields
Financial advisor at Strategic Advisers
Daniel Shields is a fiduciary financial advisor in Salt Lake City, Utah, with 15 years in the industry. After three years at Fidelity Personal and Workplace Advisors, Daniel joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
Office279 West South Temple, Salt Lake City, UT 84101
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. 279 West South TempleSalt Lake City, UT 84101Office · Get directions
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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 Shields. Daniel works from the Salt Lake City, UT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.
What licenses does Daniel hold?
Series 63, 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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