Daniel G Morcos
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- University of California, DavisSep 2021 to Mar 2023
- Exel Inc.Apr 2020 to Jun 2020
- Wireless Advocates LLC.Sep 2019 to Sep 2021
- American Media LLC.Apr 2019 to Jul 2019
- Diablo Valley Community CollegeJan 2019 to Jun 2021
- TeslaNov 2018 to Dec 2018
- West Valley Engineering Inc.Jun 2018 to Sep 2018
- Little Hills EventsJan 2018 to Apr 2018
- Dougherty Valley High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7716029
- Firm CRD
- 104555