Daniel Connelly
Daniel Connelly is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
One Spartan Way, Merrimack, NH, 03054-4300
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2005Other Business Activities
Daniel works as a rideshare driver for both Lyft and Uber since 2018. He spends about 10-20% of his time on these activities.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Baystate Wealth Management
New England SecuritiesBroker
New England Securities Corporation
National Financial Services LLCBroker
Bear, Stearns & CO. INC.Broker
Hartford Equity Sales Company INC.Broker
State Street Global Markets, LLCBroker
First Data Distributors, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.