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Daniel A. Neve

Strategic Advisers LLC

Ladera Ranch, CA

Mission Viejo, 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

Ladera Ranch, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Ladera Ranch, CA
    Mission Viejo, CA
  • 2015-08-24 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Mission Viejo, CA
Other Businesses

OBA-9207|OrgNmn:Adobe Stock|Org Addr:Ladera Ran,California,US|OBA Nature:Software|Invst Rel:N|Title:Media Contributor|Duties:Act as independent photographer and/or videographer|StrtDt:02-15-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-8885|OrgNmn:Shutter Stock|Org Addr:New York,New York,US|OBA Nature:an online photography service |Invst Rel:N|Title:Photographer and Videographer/edi|Duties:I will be uploading photography and videos that other people may purchase|StrtDt:12-07-17|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-26
S63 Uniform Securities Agent State Law Examination 2014-11-07
  • S66 Uniform Combined State Law Examination
    2015-07-26
  • S63 Uniform Securities Agent State Law Examination
    2014-11-07
Other Names
  • Daniel Anthony Neve

View on SEC IAPD

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