Daniel
Twomey
Strategic Advisers LLC
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About this Advisor
Daniel Twomey is a financial advisor based in Oak Brook, Illinois, working with Strategic Advisers LLC. Daniel has previously held positions at Fidelity Investments, Northern Trust, Breakthru Beverage, Town Of Cicero, Nordstrom, Kroger, Morton High School District 201, Proviso Mathematics And Science Academy, Triton College, Depaul University, and Mariano's. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Daniel is part of Strategic Advisers LLC, which operates out of Oak Brook, Illinois. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves clients that include charitable organizations and high-net-worth individuals. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Twomey Work History
Fidelity Investments
Fidelity Investments
Northern Trust
Breakthru Beverage
Nordstrom
Depaul University
Kroger
Mariano'S
Morton High School District 201
Triton College
Town Of Cicero
Proviso Mathematics And Science Academy
Disclosures
Please visit the SEC profile of Daniel Twomey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
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Midlothian, VA
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