Daniel H. Chane
STRATEGIC ADVISERS LLC | Financial Consultant
TRACY, CA
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CRD#: 5638616
Professional summary
Daniel H Chane, who also goes by Daniel H Chane, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tracy, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Daniel has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Biography
I am a financial professional with more than a decade's experience in the industry to help clients plan for their financial goals while taking a holistic approach. My core value is to educate, coach and mentor clients on how to take a more responsible approach to overcome financial concerns and pursue their goals. It's important to me for a client to feel understood and heard. As well as feeling confident in their investment decision-making process to work towards their objectives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel H Chane
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel H Chane'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®
NoneEducation
University of California, Davis
Bachelor of Arts (BA) - Economics
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
TRACY, CA
Current
November 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
November 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
September 22, 2011 - September 27, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WALNUT CREEK, CA
Past
September 22, 2011 - September 27, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WALNUT CREEK, CA
Past
November 5, 2010 - August 22, 2011
COMERICA SECURITIES
RIA
CRD#: 17079
SAN JOSE, CA
Past
November 5, 2010 - August 22, 2011
COMERICA SECURITIES
BD
CRD#: 17079
SAN JOSE, CA
Past
April 6, 2009 - January 12, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN JOSE, CA
Past
March 24, 2009 - January 12, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN JOSE, 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".
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
Arizona(11/2/2021)
RR
California(11/2/2021)
IAR
California(3/31/2025)
RR
Florida(4/2/2025)
RR
Hawaii(3/4/2022)
RR
Idaho(3/4/2022)
RR
Illinois(7/21/2023)
RR
Nevada(11/2/2021)
RR
New Jersey(9/29/2023)
RR
North Carolina(3/4/2022)
RR
Oregon(11/2/2021)
RR
South Carolina(5/6/2022)
RR
Texas(11/2/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Virginia(11/19/2025)
RR
Washington(11/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Tracy, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
