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Daniel Chane

Strategic Advisers LLC

Dublin, CA

Tracy, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Tracy, 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 Sacramento CA 08/2011 09/2021
Bank Of America, N.A. Sacramento CA 11/2011 09/2021
Fidelity Investments Dublin CA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2011-09-22 → 2021-09-27
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Milpitas, CA
    Campbell, CA
    Santa Clara, CA
    Milpitas, CA
    Livermore, CA
    Sacramento, CA
    Sacramento, CA
    Livermore, CA
  • 2010-11-05 → 2011-08-22
    Comerica Securities
    San Jose, CA
    Detroit, MI
    San Jose, CA
    San Jose, CA
  • 2009-04-06 → 2010-01-12
    Wells Fargo Investments, Llc
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-04
  • S66 Uniform Combined State Law Examination
    2009-04-04
Other Names
  • Daniel H Chane
  • Daniel Chane

View on SEC IAPD

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ALTA VIA CAPITAL
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Other Investors

DANIEL J QUINN
MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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