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Daniel Morones-Garcia

Strategic Advisers LLC

Seaside, CA

Monterey, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
CA RA APPROVED 2025-05-15
  • TX RA
    APPROVED
    Since 2026-04-10
  • CA RA
    APPROVED
    Since 2025-05-15

Branch Locations

Seaside, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • 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
Cypress Point Club Pebble Beach CA 05/2016 09/2024
Fidelity Investments Monterey CA 10/2024 Present
Charles Schwab Carmel CA 04/2023 08/2023
Ute Isbill Williams Estate Planning Attorney Carmel CA 04/2021 05/2022
Holiday Inn Express Monterey CA 06/2016 10/2016
Integris Wealth Management Monterey CA 06/2022 10/2022
Pence Financial Group Monterey CA 12/2023 06/2024
  • 05/2016 → 09/2024
    Cypress Point Club
    Pebble Beach, CA
  • 10/2024 → Present
    Fidelity Investments
    Monterey, CA
  • 04/2023 → 08/2023
    Charles Schwab
    Carmel, CA
  • 04/2021 → 05/2022
    Ute Isbill Williams Estate Planning Attorney
    Carmel, CA
  • 06/2016 → 10/2016
    Holiday Inn Express
    Monterey, CA
  • 06/2022 → 10/2022
    Integris Wealth Management
    Monterey, CA
  • 12/2023 → 06/2024
    Pence Financial Group
    Monterey, CA
Other Businesses

OBA-114198|OrgNmn:Cypress Point Club|Org Addr:Pebble Bea,California,US|OBA Nature:Private Golf Club|Invst Rel:N|Title:Banquet Server|Duties:I would serve food and beverages and clean tables.|StrtDt:05-13-16|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-18
  • S66 Uniform Combined State Law Examination
    2025-04-18
Other Names
  • Daniel Morones-Garcia
  • Daniel Morones
  • Daniel Alejandro Morones-Garcia
  • Daniel Alejand Morones-Garcia

View on SEC IAPD

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