Daniel Saavedra

CRD 1371060 · Fidelity Brokerage Services LLC · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Daniel Alejandro Saavedra

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 10Series 9Series 8Series 4Series 66Series 63
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 37
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
Ponte Vedra Beach, FL · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Jacksonville, FL · IA capacity

Jul 13, 2018 → Mar 31, 2025
Charles Schwab & Co., Inc.
Orlando, FL · BC capacity

Mar 2, 2007 → Jul 18, 2011
Charles Schwab & Co., Inc.
Orlando, FL · IA capacity

Feb 21, 2007 → Dec 31, 2009
Banc Of America Investment Services, Inc.
Kissimmee, FL · IA capacity

Nov 5, 2003 → May 9, 2005
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Oct 27, 2003 → May 9, 2005
Axa Advisors, LLC
Orlando, FL · IA capacity

Nov 15, 2002 → Oct 22, 2003
Axa Advisors, LLC
New York, NY · BC capacity

Oct 7, 2002 → Oct 22, 2003
Edward Jones
St. Louis, MO · BC capacity

Jan 24, 2002 → Jul 23, 2002
Pruco Securities Corporation
BC capacity

Apr 18, 1986 → Mar 16, 1987
The Stuart-James Company, Inc.
BC capacity

May 23, 1985 → Oct 21, 1985

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1371060 ↗ FINRA BrokerCheck record for CRD 1371060 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.