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Dana Gillette

Strategic Advisers LLC

Naples, FL

Naples, 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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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
Dana Gillette Photography Naples FL 11/2015 06/2022
Scottrade, Inc. Tacoma WA 04/2016 02/2018
Td Ameritrade, Inc. Tacoma WA 02/2018 04/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 04/2022
Charles Schwab & Co., Inc. Naples FL 01/2022 04/2022
Fidelity Investments Naples FL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 06/2022
    Dana Gillette Photography
    Naples, FL
  • 04/2016 → 02/2018
    Scottrade, Inc.
    Tacoma, WA
  • 02/2018 → 04/2022
    Td Ameritrade, Inc.
    Tacoma, WA
  • 02/2018 → 04/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 01/2022 → 04/2022
    Charles Schwab & Co., Inc.
    Naples, FL
  • 05/2022 → Present
    Fidelity Investments
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
  • 2018-02-27 → 2022-04-25
    Td Ameritrade, Inc.
    Tacoma, WA
    Naples, FL
    St. Petersburg, FL
    St. Petersburg, FL
  • 2018-02-26 → 2022-04-25
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Tacoma, WA
    Naples, FL
    Naples, FL
    St. Petersburg, FL
  • 2022-03-09 → 2022-04-21
    Charles Schwab & Co., Inc.
    Naples, FL
    Naples, FL
    St. Petersburg, FL
  • 2017-02-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

OBA-68488|OrgNmn:Dana Gillette Photography|Org Addr:Naples,Florida,US|OBA Nature:Photography|Invst Rel:N|Title:Sole Proprietor|Duties:Photography - Videography - |StrtDt:05-09-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-16
S63 Uniform Securities Agent State Law Examination 2008-11-17
  • S66 Uniform Combined State Law Examination
    2017-02-16
  • S63 Uniform Securities Agent State Law Examination
    2008-11-17
Other Names
  • Dana Joy Ryan
  • Dana Joy Ryan
  • Dana Joy Gillette

View on SEC IAPD

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