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Daniel Obrand

Strategic Advisers LLC

El Segundo, CA

Torrance, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2009 Park Place, El Segundo, CA 90245-4754 • United States

Torrance, 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
E*Trade Securities Llc Torrance CA 04/2010 09/2020
E*Trade Capital Management Llc Torrance CA 04/2010 09/2020
E*Trade Securities Llc Rolling Hills CA 09/2020 07/2022
E*Trade Capital Management Llc Rolling Hills CA 09/2020 07/2022
Fidelity Investments El Segundo CA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2010 → 09/2020
    E*Trade Securities Llc
    Torrance, CA
  • 04/2010 → 09/2020
    E*Trade Capital Management Llc
    Torrance, CA
  • 09/2020 → 07/2022
    E*Trade Securities Llc
    Rolling Hills, CA
  • 09/2020 → 07/2022
    E*Trade Capital Management Llc
    Rolling Hills, CA
  • 07/2022 → Present
    Fidelity Investments
    El Segundo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    El Segundo, CA
  • 2010-04-16 → 2022-07-28
    Harrisdirect Llc
    Arlington, VA
    Torrance, CA
    Rolling Hills, CA
    Los Angeles, CA
  • 2007-05-29 → 2009-06-22
    Citigroup Global Markets Inc.
    Riverside, CA
    Anaheim, CA
    Fountain Valley, CA
    Fountain Valley, CA
    Costa Mesa, CA
    Cypress, CA
  • 2006-06-06 → 2007-05-29
    Citicorp Investment Services
    Cypress, CA
    Seal Beach, CA
  • 2005-08-02 → 2006-06-07
    Morgan Stanley Dw Inc.
    Irvine, CA
  • 2005-04-19 → 2005-07-29
    Ubs Financial Services Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-18
  • S66 Uniform Combined State Law Examination
    2005-04-18
Other Names
  • Daniel Obrand
  • Daniel Allen Obrand
  • Daniel A Obrand

View on SEC IAPD

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LIGAYA JUNG GUDERIAN
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MICHAEL ALLEN WILHITE
JAMES ROBERT MANION
RISHI D MANGAL

Other Offices

MORGAN STANLEY · El Segundo, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL SEGUNDO, CA
SOLACE CAPITAL PARTNERS, L.P. · EL SEGUNDO, CA
STRANDVIEW CAPITAL, LLC · EL SEGUNDO, CA
UBS FINANCIAL SERVICES INC. · El Segundo, CA
UBS FINANCIAL SERVICES INC. · El Segunda, CA

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