Daniel Romero, financial advisor Jacksonville FL
90 score

Daniel Romero

CRD Number: 5904318
Current Firm: Strategic Advisers, Inc.

Daniel Romero (CRD# 5904318) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL Mar 2011 - Current 5
Apx Alarm Security Solutions Provo, CO Nov 2010 - Dec 2010 < 1
Brigham Young University Provo, UT Apr 2009 - Aug 2010 1
Apx Alarm Security Solutions Provo, UT Mar 2009 - May 2009 < 1
Emergency Essentials Orem, UT Nov 2008 - Jan 2009 < 1
Utah Valley University Orem, UT Sep 2008 - Dec 2008 < 1
Unemployed Colorado Springs, CO May 2008 - Aug 2008 < 1
R.e. Monks Construction Colorado Springs, CO Mar 2008 - Apr 2008 < 1
Pikes Peak Community College Colorado Springs, CO Jan 2008 - Apr 2008 < 1
Bridgepoint Communications Colorado Springs, CO Oct 2007 - Nov 2007 < 1
Hvac Colorado Springs, CO Sep 2007 - Oct 2007 < 1
Unemployed Colorado Springs, CO May 2007 - Aug 2007 < 1
Brigham Young University Provo, UT Jan 2005 - Apr 2007 2
R.e. Monks Construction Colorado Springs, CO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Daniel C. Romero
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
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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