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Daniel Suby

Strategic Advisers LLC

Greenwood Village, CO

Aurora, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Aurora, CO • 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
Valic Financial Advisors Redwing CO 01/2005 04/2019
Unemployed Aurora CO 04/2019 04/2021
Fidelity Investments Greenwood Village CO 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2005 → 04/2019
    Valic Financial Advisors
    Redwing, CO
  • 04/2019 → 04/2021
    Unemployed
    Aurora, CO
  • 04/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2005-04-05 → 2019-04-18
    Valic Financial Advisors, Inc.
    Lakewood, CO
    Fort Collins, CO
    Lakewood, CO
    Fort Collins, CO
    Fort Collins, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-17
S66 Uniform Combined State Law Examination 2005-04-04
  • S63 Uniform Securities Agent State Law Examination
    2021-06-17
  • S66 Uniform Combined State Law Examination
    2005-04-04
Designations
Other Names
  • Daniel Jonathan Suby
  • Daniel Suby

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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