Daniel Stephen Nash

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

• 05/2026 → 06/2026
  Equitable Advisors, Llc
  New York, NY
• 05/2026 → 06/2026
  Equitable
  Las Vegas, NV
• 03/2026 → 05/2026
  Unemployed
  Las Vegas, NV
• 06/2025 → 11/2025
  Unemployed
  Las Vegas, NV
• 08/2020 → 06/2025
  Newfront
  San Mateo, CA
• 04/2020 → 08/2020
  Self-Employed
  San Mateo, CA
• 03/2020 → 04/2020
  Unemployed
  Sacramento, CA
• 03/2020 → 03/2020
  Newfront Insurance
  San Mateo, CA
• 11/2019 → 03/2020
  Newfront Insurance
  San Mateo, CA
• 10/2019 → 11/2019
  Unemployed
  Sacramento, CA
• 07/2019 → 10/2019
  Capital Planning Group, Stander & Associates
  Sacramento, CA
• 03/2019 → 07/2019
  Unemployed
  Sacramento, CA
• 10/2018 → 03/2019
  Referralexchange
  San Francisco, CA
• 08/2018 → 10/2018
  Unemployed
  Sacramento, CA
• 08/2018 → 08/2018
  Mana Sushi & Bbq
  Sacramento, CA
• 05/2017 → 08/2018
  Unemployed
  Sacramento, CA
• 11/2016 → 05/2017
  Mount Royal Fine Foods
  Duluth, MN
• 08/2016 → 11/2016
  Unemployed
  Duluth, MN
• 11/2025 → 03/2026
  Equitable Advisors, Llc
  New York, NY
• 06/2026 → Present
  Fidelity Investments
  Las Vegas, NV

Previous Registrations

• 2026-05-26 → 2026-07-10
  Equitable Advisors, Llc
  Las Vegas, NV
  Cottonwood Heights, UT
  Las Vegas, NV
• 2025-11-14 → 2026-03-23
  Equitable Advisors, Llc
  Las Vegas, NV
  Scottsdale, AZ
  Las Vegas, NV

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2025-09-30

Other Names

• Daniel Nash
• Daniel Stephen Nash