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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salt Lake City, UT • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 05/2012 01/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2019
Fidelity Investments Salt Lake City UT 12/2020 Present
Fidelity Investments Salt Lake City UT 01/2019 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 01/2019
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → 01/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2019 → 12/2020
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
    Sarasota, FL
  • 2018-07-13 → 2019-01-28
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-09-28 → 2018-07-13
    Salt Lake City, UT
    Ft. Lauderdale, FL
    Ft. Lauderdale, FL
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-15833|OrgNmn:Personal Investment Property|Org Addr:Tyalorysvi,Utah,US|OBA Nature:Investment Property|Invst Rel:Y|Title:Sole Proprietor|Duties:Collecting Rent|StrtDt:07-21-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-115026|OrgNmn:St Johns Child Development Center|Org Addr:Salt Lake ,Utah,US|OBA Nature:Board Member|Invst Rel:N|Title:Director|Duties:It is basically a daycare that my daughter attends. Website is below. It is one meeting a month. Duties include Community engagement, school w|StrtDt:02-26-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2002-01-29
  • S66 Uniform Combined State Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2002-01-29
Other Names
  • Daniel Flint Hami Hon
  • Daniel Flint Hamilton
  • Daniel Hamilton

View on SEC IAPD

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