UBS Financial Services
45yrs
Top advisor by experience in Quincy
5yrs
Daniel Smith
Financial advisor at Strategic Advisers
Based in Quincy, Massachusetts, Daniel Smith is a fiduciary financial advisor with 5 years of industry experience. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent a year 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 57 advisors with offices in Quincy, and one of 51 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeQuincy, MA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Mar 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
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 Smith. Daniel works from the Quincy, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Daniel hold?
Series 63, 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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