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Daniel Yusup

Strategic Advisers LLC

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-10
  • MA RA
    APPROVED
    Since 2024-06-10

Branch Locations

155 Seaport Blvd., Boston, MA 02210-2698 • 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
Armstrong Advisory Group, Inc Needham MA 05/2022 08/2022
Securities America, Inc. Needham MA 03/2022 05/2022
Heritage Financial Services Westwood MA 01/2019 03/2022
Unemployed Braintree MA 12/2016 01/2019
Credit Suisse Asia Hong Kong 08/2007 12/2016
Bny Mellon Capital Markets, Llc Boston MA 05/2023 05/2024
Xbk Llc Boston MA 08/2022 05/2023
Strategic Advisers Llc Boston MA 05/2024 Present
  • 05/2022 → 08/2022
    Armstrong Advisory Group, Inc
    Needham, MA
  • 03/2022 → 05/2022
    Securities America, Inc.
    Needham, MA
  • 01/2019 → 03/2022
    Heritage Financial Services
    Westwood, MA
  • 12/2016 → 01/2019
    Unemployed
    Braintree, MA
  • 08/2007 → 12/2016
    Credit Suisse Asia
    Hong Kong
  • 05/2023 → 05/2024
    Bny Mellon Capital Markets, Llc
    Boston, MA
  • 08/2022 → 05/2023
    Xbk Llc
    Boston, MA
  • 05/2024 → Present
    Strategic Advisers Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-12
S65 Uniform Investment Adviser Law Examination 2022-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-12
  • S65 Uniform Investment Adviser Law Examination
    2022-05-24

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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