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Daniel Raube

Strategic Advisers LLC

Ashburn, VA

Reston, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ashburn, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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
Dan Raube Insurance Agency Coppell TX 01/2018 04/2021
State Farm Vp Management Corp Coppell TX 11/2019 04/2021
State Farm Insurance Richardson TX 08/2017 01/2018
Brent Holtz Insurance Agency Dallas TX 10/2015 08/2017
Ameriprise Financial Services, Llc Falls Church VA 04/2021 10/2021
Fidelity Investments Reston VA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 04/2021
    Dan Raube Insurance Agency
    Coppell, TX
  • 11/2019 → 04/2021
    State Farm Vp Management Corp
    Coppell, TX
  • 08/2017 → 01/2018
    State Farm Insurance
    Richardson, TX
  • 10/2015 → 08/2017
    Brent Holtz Insurance Agency
    Dallas, TX
  • 04/2021 → 10/2021
    Ameriprise Financial Services, Llc
    Falls Church, VA
  • 11/2021 → Present
    Fidelity Investments
    Reston, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-11
  • S66 Uniform Combined State Law Examination
    2021-06-11
Designations
Other Names
  • Daniel Geoffrey Raube

View on SEC IAPD

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