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Daniel James Robbins

Strategic Advisers LLC

Sunnyvale, CA

Aptos, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Aptos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer Funds Distributor, Inc. Englewood CO 01/2003 05/2019
Fidelity Brokerage Services, Llc Greenwood Village CO 08/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2003 → 05/2019
    Oppenheimer Funds Distributor, Inc.
    Englewood, CO
  • 08/2019 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2020-02-12 → 2020-08-20
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-22
S66 Uniform Combined State Law Examination 2019-10-08
  • S65 Uniform Investment Adviser Law Examination
    2021-02-22
  • S66 Uniform Combined State Law Examination
    2019-10-08

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LONDON HOUSE CAPITAL

Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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