Daniel D. Golden

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

• 08/2014 → 05/2019
  University Of Wyoming
  Laramie, WY
• 01/2025 → 03/2025
  Verizon Wireless
  Littleton, CO
• 06/2019 → 01/2025
  Ion Solar
  Denver, CO
• 03/2018 → 05/2019
  Hilton Garden Inn
  Laramie, WY
• 04/2025 → Present
  Fidelity Investments
  Greenwood Village, CO
• 09/2023 → 03/2024
  Renewable Energy Advisors
  Denver, CO
• 08/2016 → 08/2017
  Jacoby Golf Course
  Laramie, WY

Exams

• S66 Uniform Combined State Law Examination
  2025-09-04

Other Names

• Daniel Golden