Daniel Perez
CFP®Professional Summary
Daniel Perez, CFP®, who also goes by Daniel Alan Perez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Miami, 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Education Planning
- Comprehensive Financial Planning
- Investment Planning
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.
Other Aliases
Daniel Alan Perez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Education
Florida International University
Finance, Master of Science (MS)
Finance, Master of Science (MS)
2017
Florida International University
Finance and International Business, Bachelor of Business Administration
Finance and International Business, Bachelor of Business Administration
2015
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Current Firm
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
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(9/2/2025)
(9/2/2025)
(3/25/2025)
(9/2/2025)
(5/29/2018)
(3/31/2025)
(6/5/2018)
(4/30/2026)
(9/2/2025)
(7/23/2026)
(8/13/2021)
(6/5/2018)
(6/5/2018)
(8/13/2021)
(3/19/2025)
(9/2/2025)
(10/8/2021)
(6/4/2021)
(6/5/2018)
(2/12/2021)
(3/4/2024)
(9/12/2023)
(1/12/2021)
(9/2/2025)
(9/2/2025)
(3/31/2025)
(3/18/2026)
(3/4/2022)
(3/7/2023)
(8/31/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2014About the Series 6 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Perez's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Estate Planning
- Education Planning
- Comprehensive Financial Planning
- Investment Planning
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