Daniel L. Haselhorst

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

• 01/2010 → 03/2022
  Bank Of America, Na
  Scottsdale, AZ
• 03/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Las Vegas, NV
• 2011-06-03 → 2022-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Chandler, AZ
  Sandy, UT
  Chandler, AZ

Other Businesses

OBA-121079|OrgNmn:Poker Tournaments|Org Addr:Las Vegas,Nevada,US|OBA Nature:Play various poker tournaments|Invst Rel:N|Title:Poker player|Duties:Poker tournaments|StrtDt:01-01-25|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-17
• S63 Uniform Securities Agent State Law Examination
  1998-09-25

Other Names

• Daniel Lloyd Haselhorst
• Daniel L Haselhorst
• Daniel Haselhorst