Daniel P. Dawson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 03/2021
  Allstate Insurance Co
  Merritt Island, FL
• 04/2021 → Present
  Fidelity Investments
  Cocoa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cocoa, FL
• 2009-12-18 → 2011-05-05
  Lpl Financial Llc
  Titusville, FL
  New Smyrna Beach, FL
  Ormond Beach, FL
  Port Orange, FL
  Port Orange, FL
  Fort Mill, SC
  New Smyrna Beach, FL
  Ormond Beach, FL
  Port Orange, FL
  Port Orange, FL
  Port St. John, FL
• 2009-05-13 → 2009-12-08
  Cuso Financial Services, L.P.
  Daytona Beach, FL
  Daytona Beach, FL
  Deland, FL
  Deland, FL
  Deltona, FL
  Melbourne, FL
  Melbourne, FL
  Titusville, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S65 Uniform Investment Adviser Law Examination
  2008-06-04
• S63 Uniform Securities Agent State Law Examination
  1997-07-03

Other Names

• Dan Dawson
• Daniel Patrick Dawson