D.A. Davidson & Co.
39yrs
Top advisor by experience in Redondo Beach
10yrs
Daniel Davis
Financial advisor at Strategic Advisers
Based in Redondo Beach, California, Daniel Davis is a fiduciary financial advisor with 10 years of industry experience. Daniel joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at Goldman Sachs Wealth Services. Daniel holds the CFP® designation.
One of 73 advisors with offices in Redondo Beach, and one of 67 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 60% of advisors at Strategic Advisers
OfficeRedondo Beach, CA
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.
Designations
CFP®
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
- Aug 2017 – Jul 2018Strategic Advisers LLCPreviously
- Jul 2016 – Jul 2017Goldman Sachs Wealth Services, L.P.Previously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. Redondo Beach, CAOffice · 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
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About Daniel
How do I contact Daniel?
Call Strategic Advisers at (617) 563-7000 and ask for Daniel Davis. Daniel works from the Redondo Beach, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. More experience than 60% 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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