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Daniel Cazac

Strategic Advisers LLC

West, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

West, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Lutheran Foundation Of The Southwest Austin TX 11/2015 07/2021
Texas Made Wealth Mcgregor TX 06/2016 07/2021
Fidelity Investme Nts Westlake TX 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 07/2021
    Lutheran Foundation Of The Southwest
    Austin, TX
  • 06/2016 → 07/2021
    Texas Made Wealth
    Mcgregor, TX
  • 07/2021 → Present
    Fidelity Investme Nts
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2016-06-28 → 2021-07-23
    Texas Made Wealth, Llc
    West, TX
  • 2014-10-01 → 2015-11-19
    Strategic Advisers Llc
    Westlake, TX
  • 2012-09-05 → 2014-09-15
    Charles Schwab & Co., Inc.
    Dallas, TX
  • 2010-01-12 → 2012-08-16
    Chase Investment Services Corp.
    Waco, TX
    Temple, TX
    Bellmead, TX
  • 2008-03-03 → 2009-06-24
    Edward Jones
    West, TX
    St Louis, MO
Other Businesses

OBA-100102|OrgNmn:No DBA set at this time|Org Addr:West,Texas,US|OBA Nature:In the future, we may want to |Invst Rel:N|Title:Owner|Duties:Raising and selling cattle and possibly excess hay and livestock. |StrtDt:06-26-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-07
S66 Uniform Combined State Law Examination 2008-02-29
  • S63 Uniform Securities Agent State Law Examination
    2021-10-07
  • S66 Uniform Combined State Law Examination
    2008-02-29
Designations
Other Names
  • Daniel J Cazac
  • Daniel Joseph Cazac
  • Daniel Cazac

View on SEC IAPD

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