DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Daniel Escorcia

Strategic Advisers LLCnational BDSan Francisco, Cadual registrantIAPD 6832908

Feed of 09/14/2026

Also filed as Daniel Antonio Escorcia

At current firm

1 y

since Mar 31, 2025

In the industry

11 y

since Mar 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · San Francisco, Ca
Fidelity Personal And Workplace Advisors former
Apr 11, 2023 to Mar 31, 2025 · San Francisco, Ca
T. Rowe Price Associates, Inc. asset manager
Jul 6, 2022 to Feb 28, 2023 · San Francisco, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 9, 2020 to May 10, 2022 · Reno, Nv
Charles Schwab & Co., Inc. national BD
May 15, 2019 to Mar 17, 2020 · Reno, Nv

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
T. Rowe Price Associates, Inc. to Fidelity Personal And Workplace Advisors
left Feb 28, 2023, registered Apr 11, 2023 (42 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to T. Rowe Price Associates, Inc.
left May 10, 2022, registered Jul 6, 2022 (57 days) · Other
Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 17, 2020, registered Mar 9, 2020 (-8 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Daniel Escorcia left T. Rowe Price Associates, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-04-11)
Feb 28, 2023 · Advisor changed firm · fact
Daniel Escorcia left Merrill Lynch, Pierce, Fenner & Smith Incorporated for T. Rowe Price Associates, Inc. (registered 2022-07-06)
May 10, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address