Daniel Cabral
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Daniel Cabral? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Pillar SeminaryDec 2022 to Jan 2025
- DoordashSep 2021 to Jun 2023
- InstacartJul 2021 to Jun 2023
- Realty Masters & AssociatesJan 2021 to Dec 2022
- UberApr 2020 to Feb 2023
- JP Morgan Chase BankAug 2019 to Oct 2020
- Live Nation Worldwide IncAug 2017 to Aug 2019
- Aaron Alan Pest ControlJun 2017 to Aug 2019
- On Campus Coffee ShopSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8035008
- Firm CRD
- 104555