Daniel A. Perez
STRATEGIC ADVISERS LLC | Financial Consultant
DORAL, FL
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CRD#: 6285772
Professional summary
Daniel Alan Perez, CFP®, who also goes by Daniel Alan Perez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Doral, Florida and FIDELITY BROKERAGE SERVICES LLC located in Coral Gables, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your advisor my role is to partner with you and your family to understand your unique needs and build a financial plan that is tailored to your preferences, takes multiple scenarios into consideration, and is geared towards your families lifestyle. My mission is to work towards your families needs by developing a lasting relationship and leveraging Fidelity's resources in the process.
Question & Answer
What are your service offerings?
Estate Planning
Education Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Daniel Alan Perez
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-14477|OrgNmn:Wave Fit|Org Addr:Miami,Florida,US|OBA Nature:fitness training ,supplements,|Invst Rel:N|Title:Member|Duties:overseeing operations of fitness training and supplements|StrtDt:04-18-19|TotHrs/mon:5|TrdHrs/mon:0|OBA-68955|OrgNmn:CFP tutoring|Org Addr:Miami,Florida,US|OBA Nature:Tutoring for CFP and Finra exa|Invst Rel:N|Title:Independent Contractor|Duties:Tutor individuals preparing to take either CFP or Finra exams|StrtDt:06-03-22|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alan Perez'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®
CFP®
Start date: 2020
Education
Florida International University
Master of Science (MS) - Finance
2017
Florida International University
Bachelor of Business Administration - Finance and International Business
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522RIA
CRD#: 104555
DORAL, FL
Current
May 29, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134BD
CRD#: 7784
Coral Gables, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CORAL GABLES, FL
Past
June 7, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CORAL GABLES, FL
Past
March 30, 2017 - March 9, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
Miami, FL
Past
November 24, 2015 - March 9, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
MIAMI, FL
Past
October 21, 2014 - December 4, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CORAL GABLES, FL
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(9/2/2025)
RR
California(9/2/2025)
RR
Colorado(3/25/2025)
RR
Delaware(9/2/2025)
RR
Florida(5/29/2018)
IAR
Florida(3/31/2025)
RR
Georgia(6/5/2018)
RR
Idaho(9/2/2025)
RR
Indiana(9/2/2025)
RR
Iowa(1/4/2025)
RR
Kentucky(3/4/2022)
RR
Maryland(8/13/2021)
RR
Massachusetts(6/5/2018)
RR
Michigan(6/5/2018)
RR
Minnesota(8/13/2021)
RR
Mississippi(3/19/2025)
RR
Nevada(9/2/2025)
RR
New Jersey(10/8/2021)
RR
New Mexico(6/4/2021)
RR
New York(6/5/2018)
RR
North Carolina(2/12/2021)
RR
Ohio(3/4/2024)
RR
Pennsylvania(9/12/2023)
RR
Puerto Rico(1/12/2021)
RR
South Carolina(9/2/2025)
RR
Tennessee(9/2/2025)
IAR
Texas(3/31/2025)
RR
Vermont(3/4/2022)
RR
Virginia(3/7/2023)
RR
Washington(8/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Financial ConsultantCRD#: 104555Doral, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
