Daniel Santoyo
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedApr 2024 to Sep 2024
- Lyon LivingFeb 2024 to Apr 2024
- UnemployedDec 2023 to Feb 2024
- BMO Bank USOct 2023 to Dec 2023
- Spectrum (charter Communications)Sep 2022 to Oct 2023
- Curl Fitness (poma Fitness)May 2021 to Sep 2022
- Nobu RestaurantsAug 2020 to May 2021
- UnemployedMar 2020 to Aug 2020
- Nobu RestaurantsNov 2019 to Mar 2020
- Irvine Company (fashion Island Hotel, Oak Grill Restaurant)Jul 2017 to Nov 2019
- DoordashJan 2017 to Jul 2017
- Postmates/uberJan 2017 to Jun 2017
- California State University, Dominguez HillsSep 2016 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7987642
- Firm CRD
- 104555