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Daniel Patrick Mcnicholas

Strategic Advisers LLC

Naples, FL

Naples, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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
Unemployed Naples FL 11/2021 02/2022
Leo Brokerage, Llc Hurst TX 03/2022 10/2022
State Street Bank And Trust Company, Hong Kong Branch Central 01/2012 11/2016
Nomura International (Hong Kong) Limited Central 12/2016 10/2021
Castle Hill Capital Partners Inc. New York NY 11/2022 07/2023
Fidelity Investments Naples FL 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 02/2022
    Unemployed
    Naples, FL
  • 03/2022 → 10/2022
    Leo Brokerage, Llc
    Hurst, TX
  • 01/2012 → 11/2016
    State Street Bank And Trust Company, Hong Kong Branch
    Central
  • 12/2016 → 10/2021
    Nomura International (Hong Kong) Limited
    Central
  • 11/2022 → 07/2023
    Castle Hill Capital Partners Inc.
    New York, NY
  • 07/2023 → Present
    Fidelity Investments
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28

View on SEC IAPD

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