Daniel Dibiase
STRATEGIC ADVISERS LLC | Financial Consultant
LOS ANGELES, CA
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CRD#: 6374246
Professional summary
Daniel Dibiase, who also goes by Daniel Hirsh Dibiase, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Angeles, California and FIDELITY BROKERAGE SERVICES LLC located in Los Angeles, California.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As a Financial Consultant I spend the majority of my time getting to know my clients on a deeper level in order to understand their goals, dreams, desires, and motivations, in order to help them build a uniquely tailored plan for them and their families. I get the opportunity to work with them as a team to make sure they are confident in the decisions they make on their life journey.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Hirsh Dibiase
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-110682|OrgNmn:The Sovereign Entrepreneur |Org Addr:Los Angele,California,US|OBA Nature:Entrepreneurship and Self Deve|Invst Rel:N|Title:Partner|Duties:having discussions around self development, health and wellness topics, and entrepreneurship. co-host is a small business owner in the health|StrtDt:07-12-24|TotHrs/mon:6|TrdHrs/mon:0|OBA-114724|OrgNmn:1st Phorm Legionnaire|Org Addr:Pacific Pa,California,US|OBA Nature:health supplement company|Invst Rel:N|Title:Legionnaire|Duties:none|StrtDt:11-26-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-114728|OrgNmn:YONEX USA|Org Addr:Los Angele,California,US|OBA Nature:This is a tennis a racquet spo|Invst Rel:N|Title:Brand Ambassador|Duties:none|StrtDt:11-22-24|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-104633|OrgNmn:PINE LAKE INVESTMENTS LLC|Org Addr:OKEMOS,Michigan,US|OBA Nature:REAL ESTATE INVESTMENT HOLDING|Invst Rel:Y|Title:MANAGING MEMBER|Duties:PURCHASING REAL ESTATE PROPERTY|StrtDt:10-05-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-102471|OrgNmn:Black Bass Holdings|Org Addr:Sheridan,Wyoming,US|OBA Nature:Real Estate Investing|Invst Rel:Y|Title:sole member|Duties:provide capital for investment into real estate assets|StrtDt:10-02-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dibiase'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
The Leeds School of Business at the University of Colorado at Boulder
Bachelor of Business Administration - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2000 Avenue Of The Stars, Los Angeles, CA 90067RIA
CRD#: 104555
LOS ANGELES, CA
Current
May 27, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2000 Ave Of The Stars N. Tower, Los Angeles, CA 90067BD
CRD#: 7784
Los Angeles, CA
Past
June 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS ANGELES, CA
Past
July 22, 2021 - April 22, 2022
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
LOS ANGELES, CA
Past
April 9, 2019 - April 22, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
LOS ANGELES, 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(1/23/2023)
RR
California(5/27/2022)
IAR
California(3/31/2025)
RR
Colorado(5/6/2024)
RR
Connecticut(2/13/2025)
RR
Florida(6/21/2024)
RR
Illinois(1/18/2023)
RR
Maryland(1/10/2023)
RR
Massachusetts(1/18/2024)
RR
Michigan(5/9/2023)
RR
Nevada(10/6/2022)
RR
New Hampshire(9/25/2024)
RR
New Mexico(1/10/2023)
RR
New York(5/28/2022)
RR
Oregon(10/20/2023)
RR
Pennsylvania(11/13/2023)
RR
Texas(6/23/2023)
IAR
Texas(3/31/2025)
RR
Utah(9/11/2024)
RR
Virginia(1/6/2025)
RR
Washington(2/28/2025)
RR
Wisconsin(7/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/9/2019
General Securities Representative ExaminationGeneral 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#: 104555Los Angeles, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
