Best Investors Account Sign in

Daniel J Quinn

Strategic Advisers LLC

Dublin, CA

Pleasant Hill, CA

Claim This Profile
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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Pleasant Hill, 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 Brokerage Services Inc San Rafael CA 05/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2000 → Present
    Fidelity Brokerage Services Inc
    San Rafael, CA
  • 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
    Dublin, CA
    Pleasant Hill, CA
  • 2001-04-04 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
    Walnut Creek, CA
    San Rafael, CA
    Berkeley, CA
    Dublin, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-21
S63 Uniform Securities Agent State Law Examination 1999-05-24
  • S66 Uniform Combined State Law Examination
    2001-03-21
  • S63 Uniform Securities Agent State Law Examination
    1999-05-24
Other Names
  • Daniel Jon Quinn

View on SEC IAPD

Other Firms

HARMONEY CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FINCOP FINANCIAL PLANNING
ACUMAIN CAPITAL, LLC
ALTA VIA CAPITAL
WEALTHPAVER
LPL ENTERPRISE, LLC

Other Investors

MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA
THAYVI THERESA GANESHALINGAM

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

More in Dublin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor