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DS

Daniel Saavedra

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CRD#: 1371060
DS
Daniel Saavedra

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Saavedra, who also goes by Daniel Alejandro Saavedra, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1985. Daniel had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 8 and Series 4 exams.

Aliases

Daniel Alejandro Saavedra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 31, 2025 - September 28, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PONTE VEDRA BEACH, FL
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JACKSONVILLE, FL
Past

April 4, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

March 21, 2012 - September 28, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

March 2, 2007 - July 18, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL
Past

February 21, 2007 - December 31, 2009

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

November 5, 2003 - May 9, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
KISSIMMEE, FL
Past

October 27, 2003 - May 9, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

November 15, 2002 - October 22, 2003

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ORLANDO, FL
Past

October 7, 2002 - October 22, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 24, 2002 - July 23, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 18, 1987 - December 3, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

April 18, 1986 - March 16, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

May 23, 1985 - October 21, 1985

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
PR
Series 66
Status Unavailable
Passed: 4/3/2012
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/10/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 5/18/1985
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 10
Status Unavailable
Passed: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
PR
Series 9
Status Unavailable
Passed: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
PR
Series 8
Status Unavailable
Passed: 5/24/1988
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
PR
Series 4
Status Unavailable
Passed: 2/25/1988
Registered Options Principal Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
17,112

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)
FIDELITY STRATEGIC DISCIPLINES (3/30/2026)
FIDELITY GO (3/30/2026)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/30/2026)
FIDELITY WEALTH SERVICES (3/30/2026)
FIDELITY MANAGED FIDFOLIOS (3/30/2026)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/30/2026)

Regulatory assets under management

Total Number of Accounts2,973,512
AUM (Assets Under Management)$ 1,370,125,325,211

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555

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