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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

DANIEL SAAVEDRA

Advisor at STRATEGIC ADVISERS LLC

PONTE VEDRA BEACH, FL | JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:2cbee6a4-6143-3920-7bd0-11f381b03e4a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2002 to Sep 15, 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: Sep 10, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 10, 1987
First registration: Nov 15, 2002
Dual registered: yes, broker-dealer
Other names: DANIEL ALEJANDRO SAAVEDRA
IAPD individual key: 1371060

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	JACKSONVILLE, FL\|PONTE VEDRA BEACH, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|JACKSONVILLE, FL\|PONTE VEDRA BEACH, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 4, 2012	Jul 13, 2018	no	JACKSONVILLE, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 21, 2007	Dec 31, 2009	no	Orlando, FL\|FISHERS (INDIANAPOLIS), IN\|ORLANDO, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Nov 5, 2003	May 9, 2005	no	KISSIMMEE, FL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 15, 2002	Oct 22, 2003	no	ORLANDO, FL	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
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Dec 31, 2009	Apr 4, 2012	825	Firm change after gap	Ibd to ibd
BANC OF AMERICA INVESTMENT SERVICES, INC.	CHARLES SCHWAB & CO., INC.	May 9, 2005	Feb 21, 2007	653	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 22, 2003	Nov 5, 2003	14	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 4, 2012 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 21, 2007 to Dec 31, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 5, 2003 to May 9, 2005factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 15, 2002 to Oct 22, 2003factForm ADV

Dated events

No dated event names this entity yet.