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Daniella Vincent

Strategic Advisers LLC

Torrance, CA

Rancho Palos Verdes, 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 2025-04-03
TX RA APPROVED 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Rancho Palos Verdes, 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
Fidelity Investments Torrance CA 03/2023 Present
Britt & Associates Ameriprise Financial Torrance CA 11/2022 03/2023
Love & Salt Manhattan Beach CA 12/2022 01/2023
Unemployed Rancho Palos Verdes CA 05/2022 11/2022
Loyola Marymount University Los Angeles CA 08/2019 05/2022
The Foolproof Foundation Los Angeles CA 05/2021 08/2021
Palos Verdes High School Palos Verdes Estates CA 08/2015 06/2019
El Pollo Inka Torrance CA 07/2019 12/2019
Loyola Marymount University Los Angeles CA 05/2021 08/2021
  • 03/2023 → Present
    Fidelity Investments
    Torrance, CA
  • 11/2022 → 03/2023
    Britt & Associates Ameriprise Financial
    Torrance, CA
  • 12/2022 → 01/2023
    Love & Salt
    Manhattan Beach, CA
  • 05/2022 → 11/2022
    Unemployed
    Rancho Palos Verdes, CA
  • 08/2019 → 05/2022
    Loyola Marymount University
    Los Angeles, CA
  • 05/2021 → 08/2021
    The Foolproof Foundation
    Los Angeles, CA
  • 08/2015 → 06/2019
    Palos Verdes High School
    Palos Verdes Estates, CA
  • 07/2019 → 12/2019
    El Pollo Inka
    Torrance, CA
  • 05/2021 → 08/2021
    Loyola Marymount University
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2023-08-17
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2023-08-17
Other Names
  • Daniella Amy Vincent
  • Daniella Vincent

View on SEC IAPD

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Marc E Myers
NICOLE ELIZABETH NOVALES
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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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