DANIEL PEREZ is an investment adviser representative (IAR) with state registration records since 2017, 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 | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2018-06-07 | 2018-07-13 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-03-30 | 2018-03-09 | — |