Daniel Yusup
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Strategic Advisers LLCMay 2024 to now
- BNY Mellon Capital Markets, LLCMay 2023 to May 2024
- Xbk LLCAug 2022 to May 2023
- Armstrong Advisory Group, IncMay 2022 to Aug 2022
- Securities America, inc.Mar 2022 to May 2022
- Heritage Financial ServicesJan 2019 to Mar 2022
- UnemployedDec 2016 to Jan 2019
- Credit Suisse AsiaAug 2007 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4639035
- Firm CRD
- 104555