Daniel Awad
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- The Westin ST. Francis San Francisco On Union SquareJul 2024 to Aug 2024
- San Diego State UniversityAug 2023 to May 2025
- Sequioa Hospital, Dignity HealthAug 2023 to Jul 2024
- Stampli IncJun 2023 to Aug 2023
- UnemployedMay 2023 to Jun 2023
- Carlmont High SchoolOct 2022 to Mar 2023
- NordstromJun 2022 to Aug 2022
- College of San MateoAug 2021 to May 2023
- PinstripesJun 2021 to Mar 2022
- Jacks PrimeJun 2018 to Oct 2018
- Carlmont High SchoolAug 2017 to Jun 2021
- UnemployedJun 2017 to Aug 2017
- Ralston Middle SchoolSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8164856
- Firm CRD
- 104555