J.P. Morgan Securities
42yrs
Top advisor by experience in Dublin
18yrs
Daniel Chane
Financial advisor at Strategic Advisers
Based in Dublin, California, Daniel Chane is a fiduciary financial advisor with 18 years of industry experience. Daniel joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and ten years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 70 advisors with offices in Dublin, and one of 68 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
Office4500 A Tassajara Road, Dublin, CA 94568
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2021MerrillPreviously
- Nov 2010 – Aug 2011Comerica SecuritiesPreviously
- Apr 2009 – Jan 2010Wells Fargo Investments, LLCPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. 4500 A Tassajara RoadDublin, CA 94568Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Strategic Advisers at (617) 563-7000 and ask for Daniel Chane. Daniel works from the Dublin, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 18 years. Top 20% by experience at Strategic Advisers.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
34yrs
Top 3% by experience in Dublin
Marathon Retirement Planning
32yrs
Top 4% by experience in Dublin
Atlas Grove Capital
30yrs
Top 6% by experience in Dublin
J.P. Morgan Securities
28yrs
Top 6% by experience at J.P. Morgan Securities
Strategic Advisers
27yrs
Top 5% by experience at Strategic Advisers