Cetera Investment Advisers
33yrs
Top advisor by experience in East Hampton
13yrs
Daniel Kohan
Financial advisor at Strategic Advisers
Based in East Hampton, Connecticut, Daniel Kohan is a fiduciary financial advisor with 13 years of industry experience. Daniel joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace 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 9 advisors with offices in East Hampton, and one of 8 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 69% of advisors at Strategic Advisers
OfficeEast Hampton, CT
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
- 2014 – 2018Strategic Advisers LLCPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. East Hampton, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Strategic Advisers at (617) 563-7000 and ask for Daniel Kohan. Daniel works from the East Hampton, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 13 years. More experience than 69% 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.
Other advisors nearby
MML Investors Services
28yrs
Top 19% by experience nationwide
Valic Financial Advisors
26yrs
Top 20% by experience at Valic Financial Advisors
Edward Jones
25yrs
Top 12% by experience at Edward Jones
Narrow Path Guidance
24yrs
More experience than 69% of advisors nationwide
Citizens Securities
17yrs
More experience than 64% of advisors at Citizens Securities