Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
14yrs
Daniel Dickson
Financial advisor at Strategic Advisers
Based in Salt Lake City, Utah, Daniel Dickson is a financial advisor with 14 years of industry experience. Daniel joined Strategic Advisers in 2025, after six years at Fidelity Personal and Workplace Advisors. Daniel holds the CFP® designation.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 72% of advisors at Strategic Advisers
Office49 North 400 West, 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. 49 North 400 WestSalt 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 Dickson. Daniel works from the Salt Lake City, UT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 72% of advisors at Strategic Advisers.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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