Haley Nicole Daniels
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Haley Nicole Daniels is an investment adviser representative with Strategic Advisers LLC in Santa Barbara, CA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
24 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsMar 2023 – no end date reportedSanta Barbara, CA
- Reunion Kitchen & DrinkJan 2022 – Feb 2023Santa Barbara, CA
- THE CruiseryJul 2021 – Dec 2021Santa Barbara, CA
- THE LARKJul 2021 – Jul 2021Santa Barbara, CA
- Inc 82 BrewingMar 2021 – Jun 2021Dublin, CA
- UnemployedMar 2020 – Mar 2021Danville, CA
- LAZY DOG Restaurant & BARDec 2019 – Mar 2020Dublin, CA
- Danville HarvestMay 2019 – Dec 2019Danville, CA
- Cocina HermanasDec 2018 – Dec 2019Danville, CA
- Certified Planners IncDec 2018 – Jul 2019San Ramon, CA
- Worth RanchMay 2018 – Dec 2018San Ramon, CA
- Bills CAFEMar 2018 – Dec 2018Pleasanton, CA
- First Street AlehouseFeb 2018 – May 2018Livermore, CA
- IN N OUT BurgerDec 2015 – Feb 2018San Leandro, CA
- Arroyo HIGH SchoolAug 2013 – Jun 2017San Lorenzo, CA
- Chabot CollegeJan 2017 – Dec 2019Hayward, CA
- University OF California Santa BarbaraAug 2020 – Sep 2022Santa Barbara, CA
- Forbes MILL SteakhouseJul 2017 – Sep 2017Danville, CA
- LAS Positas CollegeJan 2018 – May 2020Livermore, CA
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Haley Nicole Daniels has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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