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Dan Atkin

Strategic Advisers LLC

San Diego, CA

Encinitas, 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 2026-02-09
CA RA APPROVED 2025-06-10
  • TX RA
    APPROVED
    Since 2026-02-09
  • CA RA
    APPROVED
    Since 2025-06-10

Branch Locations

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

Encinitas, 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
Unemployed Carlsbad CA 01/2019 03/2019
Sunstate Equipment Co. San Diego CA 03/2019 01/2025
Mona Lisa Italian Foods San Diego CA 09/2017 12/2018
Sherwin-Williams Encinitas CA 06/2017 08/2017
Fidelity Investments San Diego CA 02/2025 Present
San Diego State University San Diego CA 09/2016 05/2017
San Diego State University San Diego CA 09/2017 05/2018
  • 01/2019 → 03/2019
    Unemployed
    Carlsbad, CA
  • 03/2019 → 01/2025
    Sunstate Equipment Co.
    San Diego, CA
  • 09/2017 → 12/2018
    Mona Lisa Italian Foods
    San Diego, CA
  • 06/2017 → 08/2017
    Sherwin-Williams
    Encinitas, CA
  • 02/2025 → Present
    Fidelity Investments
    San Diego, CA
  • 09/2016 → 05/2017
    San Diego State University
    San Diego, CA
  • 09/2017 → 05/2018
    San Diego State University
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2025-06-04
Other Names
  • Dan Atkin
  • Daniel Atkin

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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