DANIEL BERMAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-12-03 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2001-06-04 | 2019-11-26 | — |