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Daniel Reuben Melendez

Strategic Advisers LLC

Pasadena, CA

West Covina, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

West Covina, 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
Fidelity Brokerage Services, Llc Pasadena CA 07/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2005 → Present
    Fidelity Brokerage Services, Llc
    Pasadena, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Pasadena, CA
    West Covina, CA
  • 2005-09-01 → 2018-07-13
    Strategic Advisers Llc
    Torrance, CA
    Pasadena, CA
    Pasadena, CA
Other Businesses

OBA-127721|OrgNmn:Amature Developer - Just for fun|Org Addr:West Covin,California,US|OBA Nature:Amature Smartphone App Buildin|Invst Rel:N|Title:Owner/Personal |Duties:Nights and Weekends |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-113910|OrgNmn:SignalPoint, LLC|Org Addr:West Covin,California,US|OBA Nature:Executive and Team Coaching, L|Invst Rel:N|Title:Sole Proprietor|Duties:Outside of working hours, evenings and weekends. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1997-07-11
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1997-07-11
Other Names
  • Dan Melendez
  • Daniel Melendez

View on SEC IAPD

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Other Investors

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JAY EDWIN LOMETILLO
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Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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