Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
Danielle Williams
Financial advisor at Strategic Advisers
Danielle Williams has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Danielle has been with Strategic Advisers since 2025; before that, Danielle spent six years at Fidelity Personal and Workplace Advisors. Danielle holds the CFP® designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors at Strategic Advisers
Office4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Danielle
(617) 563-7000Firm headquarters in Boston, MA. Ask for Danielle. 4611 Sharon Rd Two ColtsgateCharlotte, NC 28211Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Danielle
Tailored to Danielle’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 Danielle
How do I contact Danielle?
Call Strategic Advisers at (617) 563-7000 and ask for Danielle Williams. Danielle works from the Charlotte, NC office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2017, about 9 years. More experience than 56% of advisors at Strategic Advisers.
What licenses does Danielle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Danielle 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
Janney Montgomery Scott
47yrs
Top 1% by experience in Charlotte
LPL Financial
47yrs
Top 1% by experience in Charlotte
Robert W. Baird & Co.
47yrs
Top 1% by experience in Charlotte
Stephens
47yrs
Top 1% by experience in Charlotte
Morgan Stanley
47yrs
Top 1% by experience in Charlotte