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Yonatan Dagan

Strategic Advisers LLC

North Kingstown, RI

Smithfield, RI

CRD 8152284

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-12-12
TX RA APPROVED 2025-12-12
  • RI RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED
    Since 2025-12-12

Branch Locations

North Kingstown, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Chipotle Irvine CA 01/2019 02/2019
Oc Flowers And Events Irvine CA 06/2017 08/2021
La Floralista Los Angeles CA 12/2023 06/2025
Footaction Irvine CA 06/2020 08/2021
Unemployed Irvine CA 01/2015 06/2017
Fidelity Investments Smithfield RI 08/2025 Present
University Of Rhode Island Kingston RI 09/2024 05/2025
Newport Restaurant Group Narragansett RI 08/2021 08/2025
  • 01/2019 → 02/2019
    Chipotle
    Irvine, CA
  • 06/2017 → 08/2021
    Oc Flowers And Events
    Irvine, CA
  • 12/2023 → 06/2025
    La Floralista
    Los Angeles, CA
  • 06/2020 → 08/2021
    Footaction
    Irvine, CA
  • 01/2015 → 06/2017
    Unemployed
    Irvine, CA
  • 08/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2024 → 05/2025
    University Of Rhode Island
    Kingston, RI
  • 08/2021 → 08/2025
    Newport Restaurant Group
    Narragansett, RI
Other Businesses

OBA-122348|OrgNmn:Celeste|Org Addr:Narraganse,Rhode Isla,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Bartender|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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