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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Los Angeles, CA • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Glendale CA 09/2018 04/2022
Nylife Securities Llc Glendale CA 02/2019 04/2022
The Hartford Gold Group Los Angeles CA 10/2017 06/2018
Unemployed Los Angeles CA 06/2016 10/2017
Rrl Malibu CA 10/2016 10/2017
Unemployed Los Angeles CA 01/2016 10/2016
Monarch Grove Wealth Strategies & Insurance Solutions Los Angeles CA 03/2021 04/2022
Eagle Strategies Llc Los Angeles CA 07/2021 04/2022
Fidelity Investments Los Angeles CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 04/2022
    New York Life Insurance Company
    Glendale, CA
  • 02/2019 → 04/2022
    Nylife Securities Llc
    Glendale, CA
  • 10/2017 → 06/2018
    The Hartford Gold Group
    Los Angeles, CA
  • 06/2016 → 10/2017
    Unemployed
    Los Angeles, CA
  • 10/2016 → 10/2017
    Rrl
    Malibu, CA
  • 01/2016 → 10/2016
    Unemployed
    Los Angeles, CA
  • 03/2021 → 04/2022
    Monarch Grove Wealth Strategies & Insurance Solutions
    Los Angeles, CA
  • 07/2021 → 04/2022
    Los Angeles, CA
  • 04/2022 → Present
    Fidelity Investments
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
  • 2021-07-22 → 2022-04-22
    Los Angeles, CA
Other Businesses

OBA-114724|OrgNmn:1st Phorm Legionnaire|Org Addr:Pacific Pa,California,US|OBA Nature:health supplement company|Invst Rel:N|Title:Legionnaire|Duties:none|StrtDt:11-26-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-114728|OrgNmn:YONEX USA|Org Addr:Los Angele,California,US|OBA Nature:This is a tennis a racquet spo|Invst Rel:N|Title:Brand Ambassador|Duties:none|StrtDt:11-22-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-104633|OrgNmn:PINE LAKE INVESTMENTS LLC|Org Addr:OKEMOS,Michigan,US|OBA Nature:REAL ESTATE INVESTMENT HOLDING|Invst Rel:Y|Title:MANAGING MEMBER|Duties:PURCHASING REAL ESTATE PROPERTY|StrtDt:10-05-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-102471|OrgNmn:Black Bass Holdings|Org Addr:Sheridan,Wyoming,US|OBA Nature:Real Estate Investing|Invst Rel:Y|Title:sole member|Duties:provide capital for investment into real estate assets|StrtDt:10-02-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-13
S63 Uniform Securities Agent State Law Examination 2019-04-17
  • S66 Uniform Combined State Law Examination
    2021-07-13
  • S63 Uniform Securities Agent State Law Examination
    2019-04-17
Other Names
  • Daniel Hirsh Dibiase

View on SEC IAPD

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