Daniel Cucuiat

STRATEGIC ADVISERS LLC

SAN CLEMENTE, CA

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CRD#: 5108180

Professional summary

Daniel Cucuiat is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Clemente, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Daniel has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LICENSED INSURANCE AGENT WITH NATIONAL SENIOR INSURANCE AS OF JANUARY 2013. I SPENT APPROX 35 HRS PER WEEK IN THIS ROLE. C7 Capital Group, Inc.; not investment related; San Clemente CA; disability, long-term care, life insurance, and fixed or fixed-indexed annuities; Managing Director; 09/2019; 10-12 hours per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Cucuiat's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691

RIA

CRD#: 104555

SAN CLEMENTE, CA

Current

November 2, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691

CRD#: 7784

Mission Viejo, CA

Past

January 10, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MISSION VIEJO, CA

Past

May 7, 2021 - August 8, 2022

GUARDIAN FINANCIAL PARTNERS, LLC

RIA

CRD#: 287652

San Clemente, CA

Past

June 16, 2016 - May 17, 2021

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

RIA

CRD#: 144069

NEWPORT BEACH, CA

Past

March 19, 2013 - May 9, 2016

S.H. CAPITAL MANAGEMENT CORP.

RIA

CRD#: 145239

BOCA RATON, FL

Past

September 23, 2009 - January 29, 2013

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

RIA

CRD#: 144069

IRVINE, CA

Past

February 9, 2007 - August 25, 2009

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

IRVINE, CA

Past

January 24, 2007 - February 1, 2013

SIGNATOR INVESTORS, INC.

CRD#: 468

IRVINE, CA

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(1/7/2025)

California
(12/9/2022)

IAR

California
(3/31/2025)

New Jersey
(9/3/2025)

Oregon
(9/6/2025)

Texas
(1/6/2025)

IAR

Texas
(3/31/2025)

Utah
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/8/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/1/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/11/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2007

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	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.

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Firm Stability Insights

Daniel Cucuiat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Cucuiat's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

GUARDIAN FINANCIAL PARTNERS, LLC

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

S.H. CAPITAL MANAGEMENT CORP.

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/8/2022

Series 66

Date: 2/6/2007

Series 7TO

Date: 11/1/2022

SIE

Date: 10/11/2022

Series 7

Date: 1/23/2007

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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