Daniel Salkeld Smith

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

• 12/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 06/2022 → 11/2022
  Jewish Community Alliance
  Jacksonville, FL
• 11/2020 → 05/2022
  Martin J Gottlieb Day School
  Jacksonville, FL
• 12/2019 → 11/2020
  Advanced Environmental Labs
  Jacksonville, FL
• 01/2008 → 11/2019
  City Of Austin - Austin Water Utility
  Austin, TX
• 12/2022 → 12/2022
  Juice Plus
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30
• S63 Uniform Securities Agent State Law Examination
  2023-04-03

Other Names

• Daniel Salkeld Smith