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Daniel G Morcos

Strategic Advisers LLC

Dublin, CA

San Ramon, 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

San Ramon, 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
Dougherty Valley High School San Ramon CA 09/2014 06/2018
Diablo Valley Community College San Ramon CA 01/2019 06/2021
University Of California, Davis Davis CA 09/2021 03/2023
Little Hills Events San Ramon CA 01/2018 04/2018
West Valley Engineering Inc. Sunnyvale CA 06/2018 09/2018
Tesla Fremont CA 11/2018 12/2018
American Media Llc. Pleasanton CA 04/2019 07/2019
Exel Inc. Livermore CA 04/2020 06/2020
Wireless Advocates Llc. Livermore CA 09/2019 09/2021
Fidelity Investments Dublin CA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 06/2018
    Dougherty Valley High School
    San Ramon, CA
  • 01/2019 → 06/2021
    Diablo Valley Community College
    San Ramon, CA
  • 09/2021 → 03/2023
    University Of California, Davis
    Davis, CA
  • 01/2018 → 04/2018
    Little Hills Events
    San Ramon, CA
  • 06/2018 → 09/2018
    West Valley Engineering Inc.
    Sunnyvale, CA
  • 11/2018 → 12/2018
    Tesla
    Fremont, CA
  • 04/2019 → 07/2019
    American Media Llc.
    Pleasanton, CA
  • 04/2020 → 06/2020
    Exel Inc.
    Livermore, CA
  • 09/2019 → 09/2021
    Wireless Advocates Llc.
    Livermore, CA
  • 03/2023 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2023-07-03

View on SEC IAPD

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TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
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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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