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Daniel M. Castaneda-Dulyx

Strategic Advisers LLC

Midlothian, VA

Alexandria, VA

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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 2026-01-13
VA RA APPROVED 2026-01-12
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • VA RA
    APPROVED
    Since 2026-01-12

Branch Locations

Midlothian, VA • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • 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 Brokerage Services Llc Edina MN 01/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → Present
    Fidelity Brokerage Services Llc
    Edina, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Minnetonka, MN
    Lakeville, MN
  • 2013-12-16 → 2018-07-13
    Strategic Advisers Llc
    Minnetonka, MN
    Edina, MN
  • 2008-06-24 → 2009-12-31
    Charles Schwab & Co., Inc.
    Minneapolis, MN
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-05
  • S66 Uniform Combined State Law Examination
    2002-09-05
Other Names
  • Daniel Mark Dulyx
  • Daniel Mark Castaneda-Dulyx

View on SEC IAPD

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