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Detailed Report
DANIEL REUBEN MELENDEZ
DAN MELENDEZ, DANIEL MELENDEZ
CRD#: 2912182
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 123-127 SOUTH LAKE AVE.
PASADENA, CA 91101
Registration History
199820002002200420062008201020122014201620182020202220242026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2005 - Present (19 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2002 - 2005 (2 years)BFORTIS INVESTORS, INC. (CRD# 421)1997 - 2000 (3 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2025 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2005 - 2018 (12 years)
License(s)

State Registrations

B
California 7/28/2005
IA
California 3/31/2025

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
123-127 SOUTH LAKE AVE., PASADENA, CA 91101
WEST COVINA, CA
Registered with this firm since 7/28/2005
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/13/2018 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) PASADENA, CA
IA
 09/01/2005 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) PASADENA, CA
B
 08/27/2002 - 07/20/2005 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) MILWAUKEE, WI
B
 07/08/1997 - 09/08/2000 FORTIS INVESTORS, INC. (CRD#:421) OAKDALE, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.