Daibby Minogue
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
PONTE VEDRA, FL
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CRD#: 4512183
Professional summary
Daibby Minogue, CFP®, who also goes by Nok Man Daibby Minogue, Daibby Woo, Nok Man Daibby Woo, Nokman Daibby Woo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra, Florida and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Daibby is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Daibby has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 55, Series 7, Series 6, Series 10, Series 9 and Series 4 exams.
Biography
I am a Certified Financial Planner with over 20 years of experience. I have spent the last 15 years working with high net worth families creating overall wealth and financial plans that make sense to them. Currently I focus on planning for corporate executives that have complex planning needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nok Man Daibby Minogue | Daibby Woo | Nok Man Daibby Woo | Nokman Daibby Woo
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.
OBA-58870|OrgNmn:Rental Property|Org Addr:Manchester,New Hampsh,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Owner|Duties:Tenants management|StrtDt:10-01-2009|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daibby Minogue's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Boston University
Master of Business Administration (MBA) - MBA
Johnson & Wales University
Bachelor of Arts (BA) - International Business
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PONTE VEDRA, FL
Current
April 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
May 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
October 14, 2013 - April 14, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Ponte Vedra, FL
Past
October 8, 2013 - April 14, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Ponte Vedra, FL
Past
March 15, 2007 - October 10, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
February 14, 2005 - October 9, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JACKSONVILLE, FL
Past
March 4, 2003 - June 12, 2003
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/22/2021)
RR
Alaska(4/22/2021)
RR
Arizona(4/22/2021)
RR
Arkansas(4/22/2021)
RR
California(4/22/2021)
RR
Colorado(4/22/2021)
RR
Connecticut(4/22/2021)
RR
Delaware(4/22/2021)
RR
District of Columbia(4/22/2021)
RR
Florida(4/22/2021)
IAR
Florida(3/31/2025)
RR
Georgia(4/22/2021)
RR
Hawaii(4/22/2021)
RR
Idaho(4/22/2021)
RR
Illinois(4/22/2021)
RR
Indiana(4/22/2021)
RR
Iowa(4/22/2021)
RR
Kansas(4/22/2021)
RR
Kentucky(4/22/2021)
RR
Louisiana(4/22/2021)
RR
Maine(4/22/2021)
RR
Maryland(4/22/2021)
RR
Massachusetts(4/22/2021)
RR
Michigan(4/22/2021)
RR
Minnesota(4/22/2021)
RR
Mississippi(4/22/2021)
RR
Missouri(4/22/2021)
RR
Montana(4/22/2021)
RR
Nebraska(4/22/2021)
RR
Nevada(4/22/2021)
RR
New Hampshire(4/22/2021)
RR
New Jersey(4/22/2021)
RR
New Mexico(4/22/2021)
RR
New York(4/22/2021)
RR
North Carolina(4/22/2021)
RR
North Dakota(4/22/2021)
RR
Ohio(4/22/2021)
RR
Oklahoma(4/22/2021)
RR
Oregon(4/22/2021)
RR
Pennsylvania(4/22/2021)
RR
Puerto Rico(4/22/2021)
RR
Rhode Island(4/22/2021)
RR
South Carolina(4/22/2021)
RR
South Dakota(4/22/2021)
RR
Tennessee(4/22/2021)
RR
Texas(4/22/2021)
IAR
Texas(3/31/2025)
RR
Utah(4/22/2021)
RR
Vermont(4/22/2021)
RR
Virgin Islands(4/22/2021)
RR
Virginia(4/22/2021)
RR
Washington(4/22/2021)
RR
West Virginia(4/22/2021)
RR
Wisconsin(4/22/2021)
RR
Wyoming(4/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/9/2006
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
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
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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
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Vice President, Executive Planning ConsultantCRD#: 104555Ponte Vedra, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
