Daniel J. Aulicino
Professional summary
Daniel Jason Aulicino, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cedar Park, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 10 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Jason Aulicino's CRS (Customer Relationship Summary).
Certified licenses
Education
San Diego State University
Bachelor of Business Administration - Financial Services
2004
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 N Lamar Blvd, Austin, TX 78703-5409June 12, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 N Lamar Blvd, Austin, TX 78703-5409June 23, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 26, 2018 - June 11, 2020
MERCER GLOBAL ADVISORS INC.
June 8, 2016 - November 5, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 12, 2016 - November 5, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 9, 2011 - April 27, 2016
STRATEGIC ADVISERS LLC
May 27, 2011 - April 25, 2016
FIDELITY BROKERAGE SERVICES LLC
March 30, 2010 - May 10, 2011
CITIGROUP GLOBAL MARKETS INC.
March 30, 2010 - May 10, 2011
CITIGROUP GLOBAL MARKETS INC.
February 5, 2007 - May 28, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 5, 2007 - May 28, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 25, 2006 - January 12, 2007
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 20, 2006 - January 12, 2007
TD AMERITRADE, INC.
January 20, 2006 - January 12, 2007
TD AMERITRADE, INC.
July 25, 2005 - January 5, 2006
MORGAN STANLEY DW INC.
June 3, 2005 - January 5, 2006
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/19/2025)
(8/8/2020)
(9/18/2020)
(2/12/2021)
(9/18/2020)
(8/20/2020)
(10/9/2020)
(7/7/2023)
(12/11/2024)
(9/18/2020)
(9/18/2020)
(3/4/2022)
(9/24/2025)
(6/4/2021)
(8/13/2021)
(9/24/2025)
(3/4/2022)
(5/6/2022)
(10/20/2025)
(9/18/2020)
(3/4/2022)
(4/9/2021)
(7/11/2022)
(1/12/2021)
(9/18/2020)
(11/16/2020)
(9/24/2025)
(3/12/2021)
(6/12/2020)
(3/31/2025)
(9/18/2020)
(6/4/2021)
(9/18/2020)
(9/18/2020)
(9/24/2025)
(6/24/2021)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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
Financial ConsultantCRD#: 104555Cedar Park, TXTRUST BUT VERIFY
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