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.

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

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Apr 13, 2013

First registration

Feb 4, 2014

Dual registered

yes, broker-dealer

Other names

Dan Hogan

IAPD individual key

6169495

• Occurred

  Jul 6, 2025
  Advisor changed firm

  Daniel James Hogan left Charles Schwab & Co., Inc. for Strategic Advisers Llc (registered 2025-09-25)

  Form ADVobserved 5 days ago
• Occurred

  Mar 14, 2022
  Advisor changed firm

  Daniel James Hogan left Ameriprise Financial Services, Llc for Charles Schwab & Co., Inc. (registered 2022-04-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3f639441-67ec-e811-6b2c-fa5ec7fcd261

First observed

Feb 4, 2014

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.