Daniel Weber, financial advisor Dublin CA
90 score

Daniel Weber

CRD Number: 5902320
Current Firm: Strategic Advisers, Inc.

Daniel Weber (CRD# 5902320) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dublin, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments American Fork, UT Mar 2011 - Current 5
The Ups Store Pleasant Grove, UT Jan 2007 - Feb 2011 4
Utah Valley University Orem, UT Jan 2007 - Dec 2010 3
The Buckle Provo, UT May 2008 - Aug 2008 < 1
The Church Of Jesus Christ Of Latter-day Saints Cincinnati, OH Oct 2004 - Nov 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Daniel S. Weber
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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