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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

DANIEL R LEVENE

Advisor at STRATEGIC ADVISERS LLC

BOCA RATON, FL | DELRAY BEACH, FL

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Search this name across graphsid dfx:ria:ab70da97-c063-842f-ac66-b00898fd9919

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Jul 19, 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: Apr 21, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 21, 1992
First registration: Jul 19, 2002
Dual registered: yes, broker-dealer
Other names: DANIEL ROTH LEVENE
IAPD individual key: 1134801

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	BOCA RATON, FL\|DELRAY BEACH, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 18, 2022	Mar 31, 2025	no	JACKSONVILLE, FL\|BOCA RATON, FL\|BOCA RATON, FL	Previous registration
BENCHMARK FINANCIAL WEALTH ADVISORS LLC	Independent wealth	May 12, 2021	Dec 4, 2021	no	BOCA RATON, FL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Feb 3, 2021	no	BOSTON, MA\|BOCA RATON, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 26, 2014	Jul 13, 2018	no	HILTON HEAD ISLAND, SC\|MISSION VIEJO, CA	Previous registration
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jan 13, 2014	Aug 12, 2014	no	FOLSOM, CA	Previous registration
PATHWAY STRATEGIC ADVISORS	Former SEC adviser	Mar 1, 2013	Jan 9, 2014	no	FOLSOM, CA	Previous registration
VICTORY ADVISORS LLC	Former SEC adviser	Aug 10, 2012	Sep 20, 2012	no	BOCA RATON, FL	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Jul 30, 2010	Aug 24, 2012	no	BOCA RATON, FL\|CHICAGO, IL\|BOCA RATON, FL\|BOCA RATON, FL	Previous registration
SALOMON GREY FINANCIAL CORPORATION	n/a	Feb 9, 2006	Feb 17, 2006	no	BOCA RATON, FL\|DALLAS, TX\|DALLAS, TX	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Aug 9, 2005	Apr 12, 2010	no	TAMPA, FL	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Jul 19, 2002	Aug 6, 2002	no	NEW YORK, NY	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
BENCHMARK FINANCIAL WEALTH ADVISORS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 4, 2021	Feb 18, 2022	76	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	BENCHMARK FINANCIAL WEALTH ADVISORS LLC	Feb 3, 2021	May 12, 2021	98	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
ALLWORTH FINANCIAL, L.P.	STRATEGIC ADVISERS LLC	Aug 12, 2014	Aug 26, 2014	14	Firm change	Other
PATHWAY STRATEGIC ADVISORS	ALLWORTH FINANCIAL, L.P.	Jan 9, 2014	Jan 13, 2014	4	Firm change	Other
VICTORY ADVISORS LLC	PATHWAY STRATEGIC ADVISORS	Sep 20, 2012	Mar 1, 2013	162	Firm change	Other
BROKERSXPRESS LLC	VICTORY ADVISORS LLC	Aug 24, 2012	Aug 10, 2012	-14	Firm change	Other
JHS CAPITAL ADVISORS, LLC	SALOMON GREY FINANCIAL CORPORATION	Apr 12, 2010	Feb 9, 2006	-1,523	Firm change after gap	Other
SALOMON GREY FINANCIAL CORPORATION	BROKERSXPRESS LLC	Feb 17, 2006	Jul 30, 2010	1,624	Firm change after gap	Other
DEUTSCHE BANK SECURITIES INC.	JHS CAPITAL ADVISORS, LLC	Aug 6, 2002	Aug 9, 2005	1,099	Firm change after gap	Other

Relationships

Registered with (10)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 26, 2014 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 18, 2022 to Mar 31, 2025factForm ADV
→ BENCHMARK FINANCIAL WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
May 12, 2021 to Dec 4, 2021factForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jan 13, 2014 to Aug 12, 2014factForm ADV
→ PATHWAY STRATEGIC ADVISORSRegistered adviserregistration: previous registration
Mar 1, 2013 to Jan 9, 2014factForm ADV
→ VICTORY ADVISORS LLCRegistered adviserregistration: previous registration
Aug 10, 2012 to Sep 20, 2012factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Jul 30, 2010 to Aug 24, 2012factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 9, 2005 to Apr 12, 2010factForm ADV
→ SALOMON GREY FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Feb 9, 2006 to Feb 17, 2006factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Jul 19, 2002 to Aug 6, 2002factForm ADV

Dated events

No dated event names this entity yet.