Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
14yrs
Daniel Patterson
Financial advisor at Strategic Advisers
Based in Denver, Colorado, Daniel Patterson is a fiduciary financial advisor with 14 years of industry experience. Daniel joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and three years at Merrill. 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 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 73% of advisors at Strategic Advisers
Office101 University Blvd Suite 100, 220 And 300, Denver, CO 80206
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
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
- 2013 – 2016MerrillPreviously
- Sep 2012 – Jan 2013UBS Financial Services Inc.Previously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. 101 University Blvd Suite 100, 220 And 300Denver, CO 80206Office · 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 Patterson. Daniel works from the Denver, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 73% of advisors 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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