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Daniel Chan

Strategic Advisers LLC

Campbell, CA

San Mateo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-04
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Mateo, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 10/2019 04/2024
Bank Of America, N.A. San Mateo CA 10/2019 04/2024
Chase Burlingame CA 05/2016 05/2017
San Jose State University San Jose CA 08/2017 07/2019
Fidelity Investments Campbell CA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 04/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
  • 10/2019 → 04/2024
    Bank Of America, N.A.
    San Mateo, CA
  • 05/2016 → 05/2017
    Chase
    Burlingame, CA
  • 08/2017 → 07/2019
    San Jose State University
    San Jose, CA
  • 05/2024 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2021-01-14 → 2024-04-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
    Sunnyvale, CA
    New York, NY
    San Mateo, CA
    Palo Alto, CA
    Mountain View, CA
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12
Other Names
  • Daniel Chan
  • Daniel H Chan

View on SEC IAPD

Other Firms

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BEACON POINTE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
PARK AVENUE SECURITIES LLC
FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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