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Maurice Hugh Daley

Strategic Advisers LLC

Vero Beach, FL

Vero Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States

Vero Beach, FL • 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
Unemployed Miami FL 03/2013 11/2019
Fidelity Brokerage Services, Llc Westlake TX 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 11/2019
    Unemployed
    Miami, FL
  • 12/2019 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vero Beach, FL
  • 2008-11-26 → 2013-03-07
    Usaa Financial Planning Services
    San Antonio, TX
    Tampa, FL
  • 2008-04-02 → 2008-12-31
    Usaa Investment Services Company
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-26
S63 Uniform Securities Agent State Law Examination 2020-03-09
  • S65 Uniform Investment Adviser Law Examination
    2021-03-26
  • S63 Uniform Securities Agent State Law Examination
    2020-03-09

View on SEC IAPD

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