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Daniel Kevin Bailey

Strategic Advisers LLC

Lehi, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
CO RA APPROVED 2025-03-31
NV RA APPROVED 2025-03-31
NM RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lehi, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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 Salt Lake City UT 10/2007 Present
Strategic Advisors Inc. American Fork UT 10/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 10/2007 → Present
    Strategic Advisors Inc.
    American Fork, UT
  • 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
    Salt Lake City, UT
    Lehi, UT
    Salt Lake City, UT
  • 2009-01-14 → 2018-07-13
    Strategic Advisers Llc
    American Fork, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Orem, UT
    Chandler, AZ
Other Businesses

OBA-9711|OrgNmn:Noteworthy Homes LLC |Org Addr:Lehi,Utah,US|OBA Nature:I own several residential prop|Invst Rel:Y|Title:Landlord|Duties:I oversee the leasing and maintanence of several residential rental properties|StrtDt:05-01-14|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-13
S63 Uniform Securities Agent State Law Examination 2008-01-10
  • S66 Uniform Combined State Law Examination
    2009-01-13
  • S63 Uniform Securities Agent State Law Examination
    2008-01-10
Other Names
  • D Kevin Bailey
  • Kevin Bailey
  • Daniel Kevin Bailey
  • Daniel K Bailey
  • Daniel K Bailey
  • Daniel Kevin Bailey
  • Daniel Kevin Bailey

View on SEC IAPD

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