LPL Financial
47yrs
Top advisor by experience in San Diego
8yrs
Daniel Gardner
Financial advisor at Strategic Advisers
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
Office16745 West Bernardo Drive Suite 110, San Diego, CA 92127
How the firm is paid ?Percent of assets, Flat fee, Other
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.
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2021 – 2024Equitable Advisors, LLCPreviously
- Nov 2018 – Dec 2019Equitable Advisors, LLCPreviously
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 Gardner. Daniel works from the San Diego, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. More experience than 52% 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego