Daniel Begley

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

• 02/1998 → Present
  Fidelity Brokerage Services, Inc.
  Greenwich, CT
• 03/2004 → Present
  Strategic Advisors Inc
  Greenwich, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roslyn, NY
• 2004-04-27 → 2009-07-07
  Strategic Advisers Llc
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-25
• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Other Names

• Daniel Robert Begley