Danielle Renee Rios

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

• 11/2021 → 09/2022
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 06/2018 → 10/2021
  Kohl's
  San Antonio, TX
• 09/2017 → 12/2018
  Texas State University
  San Marcos, TX
• 05/2017 → 08/2017
  Loft
  El Paso, TX
• 08/2016 → 12/2018
  Texas State University
  San Marcos, TX
• 09/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-09-09
• S63 Uniform Securities Agent State Law Examination
  2022-05-03

Other Names

• Dani Rios
• Danielle Renee Rios
• Danielle Rios