Daniel Santoyo

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 09/2016
  Pj'S Surfrider
  Newport Beach, CA
• 05/2021 → 09/2022
  Curl Fitness (Poma Fitness)
  Newport Beach, CA
• 01/2017 → 07/2017
  Doordash
  Costa Mesa, CA
• 04/2024 → 09/2024
  Unemployed
  Costa Mesa, CA
• 01/2017 → 06/2017
  Postmates/Uber
  Costa Mesa, CA
• 03/2020 → 08/2020
  Unemployed
  Costa Mesa, CA
• 09/2022 → 10/2023
  Spectrum (Charter Communications)
  Costa Mesa, CA
• 08/2020 → 05/2021
  Nobu Restaurants
  Newport Beach, CA
• 11/2019 → 03/2020
  Nobu Restaurants
  Newport Beach, CA
• 09/2016 → 12/2023
  California State University, Dominguez Hills
  Carson, CA
• 07/2017 → 11/2019
  Irvine Company (Fashion Island Hotel, Oak Grill Restaurant)
  Newport Beach, CA
• 10/2023 → 12/2023
  Bmo Bank Us
  Santa Ana, CA
• 12/2023 → 02/2024
  Unemployed
  Costa Mesa, CA
• 09/2024 → Present
  Fidelity Investments
  Westlake, TX
• 02/2024 → 04/2024
  Lyon Living
  Orange County, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-23
• S63 Uniform Securities Agent State Law Examination
  2025-02-21