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Daniel Yusup

Strategic Advisers LLC

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About Daniel Yusup

Daniel Yusup is an investment advisor representative, currently registered with Strategic Advisers LLC in Boston, MA. Daniel has held previous positions with BNY MELLON CAPITAL MARKETS, LLC, and other firms. Daniel is licensed to provide advisory services in Massachusetts. Daniel also holds the Series 7TO, 63, and 65 licenses. Strategic Advisers LLC is a registered investment advisor firm with an office in Boston, MA. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Daniel Yusup is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Daniel Yusup’s Registration & Firm History

MA

06/10/2024 - Present

Strategic Advisers LLC (BOSTON MA)

MA

07/31/2023 - 05/13/2024

BNY MELLON CAPITAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/12/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2023

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Yusup.
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