Daniel Cabral

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2021 → 08/2023
  Whole Foods Market
  Bellingham, MA
• 10/2020 → 11/2020
  Unite Here
  New York, NY
• 10/2018 → 07/2019
  Symetra Life Insurance Company
  Bellevue, WA
• 05/2016 → 10/2018
  State Of Rhode Island Office Of The General Treasurer
  Providence, RI
• 07/2019 → 10/2020
  Unemployed
  Woonsocket, RI
• 11/2020 → 01/2021
  Unemployed
  Woonsocket, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woonsocket, RI
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01
• S63 Uniform Securities Agent State Law Examination
  2023-11-21

Other Names

• Daniel Phillip Cabral
• Daniel Cabral