Tatiana A Daniels

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 02/2021
  A.B.L.E
  Brandon, FL
• 01/2019 → 12/2019
  Reaching Milestones
  Jacksonville, FL
• 02/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 10/2018 → 12/2018
  Raymond Doyle Cleaners
  Honolulu, HI
• 08/2017 → 10/2018
  Trader Joes
  Jacksonville, FL
• 08/2016 → 09/2017
  Mental Health Resource Center
  Jacksonville, FL
• 08/2016 → 08/2018
  University Of North Florida
  Jacksonville, FL

Other Businesses

OBA-109480|OrgNmn:Art by Tatiana Bailey|Org Addr:Anderson,Indiana,US|OBA Nature:I create paintings and may be |Invst Rel:N|Title:Artist|Duties:Create artwork that others may want to purchase or commission|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10
• S63 Uniform Securities Agent State Law Examination
  2021-06-11

Other Names

• Tatiana Ariel Bailey
• Tatiana Bailey
• Tatiana A Bailey