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Daniel Dols

Strategic Advisers LLC

Sunnyvale, CA

Mountain View, 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

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

Mountain View, 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 Sunnyvale CA 06/2021 Present
Unemployed San Jose CA 09/2020 06/2021
Full-Time Education London 09/2019 09/2020
J. Crew Palo Alto CA 11/2018 09/2019
Unemployed San Jose CA 08/2018 11/2018
Full-Time Education Los Angeles CA 07/2017 08/2018
Loyola Marymount University Los Angeles CA 05/2017 06/2017
Loyola Marymount University Los Angeles CA 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 09/2020 → 06/2021
    Unemployed
    San Jose, CA
  • 09/2019 → 09/2020
    Full-Time Education
    London
  • 11/2018 → 09/2019
    J. Crew
    Palo Alto, CA
  • 08/2018 → 11/2018
    Unemployed
    San Jose, CA
  • 07/2017 → 08/2018
    Full-Time Education
    Los Angeles, CA
  • 05/2017 → 06/2017
    Loyola Marymount University
    Los Angeles, CA
  • 08/2016 → 05/2017
    Loyola Marymount University
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-17
Other Names
  • Daniel Eugenio Dols
  • Daniel Dols

View on SEC IAPD

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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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