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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

DANIEL GEORGE JABBOUR

Advisor at STRATEGIC ADVISERS LLC

ALEXANDRIA, VA | MCLEAN, VA

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Search this name across graphsid dfx:ria:08f2161b-a278-ec5c-aa4a-2413f4a7c30a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 17, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 29, 2020
First registration: Feb 17, 2016
Dual registered: yes, broker-dealer
Other names: Danny George Jabbour
IAPD individual key: 6293037

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ALEXANDRIA, VA\|MCLEAN, VA\|MCLEAN, VA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 16, 2020	Mar 31, 2025	no	ALEXANDRIA, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 26, 2016	Jan 23, 2018	no	WASHINGTON, DC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 17, 2016	Jul 11, 2016	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
UBS FINANCIAL SERVICES INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 23, 2018	Sep 16, 2020	967	Firm change after gap	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Jul 11, 2016	Jul 26, 2016	15	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2020 to Mar 31, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 26, 2016 to Jan 23, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 17, 2016 to Jul 11, 2016factForm ADV

Dated events

No dated event names this entity yet.