Daniel Obrand

CRD 4779884 · Fidelity Brokerage Services LLC · El Segundo, CA

IA RegisteredBroker

Also appears in the source record as: Daniel Allen Obrand; Daniel A Obrand

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 31Series 7Series 66
Registered states (17): Arizona · California · Colorado · Florida · Georgia · Hawaii · Illinois · Kentucky · Nevada · New Jersey · New York · North Carolina · Oregon · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 20
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 (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
El Segundo, CA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
El Segundo, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
El Segundo, CA · IA capacity

Sep 20, 2022 → Mar 31, 2025
E*trade Capital Management, LLC
Rolling Hills, CA · IA capacity

Apr 16, 2010 → Jul 28, 2022
E*trade Securities LLC
Rolling Hills, CA · BC capacity

Apr 16, 2010 → Jul 28, 2022
Citigroup Global Markets Inc.
Anaheim, CA · IA capacity

May 29, 2007 → Jun 22, 2009
Citigroup Global Markets Inc.
Anaheim, CA · BC capacity

May 29, 2007 → Jun 22, 2009
Citicorp Investment Services
Cypress, CA · IA capacity

Jun 6, 2006 → May 29, 2007
Citicorp Investment Services
Cypress, CA · BC capacity

Jun 6, 2006 → May 29, 2007
Morgan Stanley
Irvine, CA · IA capacity

Aug 2, 2005 → Jun 7, 2006
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Aug 2, 2005 → Jun 7, 2006
Ubs Financial Services Inc.
Newport Beach, CA · IA capacity

Apr 19, 2005 → Jul 29, 2005
Ubs Financial Services Inc.
Weehawken, NJ · BC capacity

Mar 22, 2005 → Jul 29, 2005

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 4779884 ↗ FINRA BrokerCheck record for CRD 4779884 ↗ 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.