Inactive

Daniel W Foltz

Strategic Advisers LLC

Independence, KY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Independence, KY • United States

100 Magellan Way, Covington, KY 41015-1987 • 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

Organization	City	State	From	To
Fidelity Investments	Blue Ash	OH	11/2007	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2007 → Present

Fidelity Investments

Blue Ash, OH
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

Independence, KY

Covington, KY
2009-11-30 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Other Businesses

OBA-122162|OrgNmn:CarsandCoffTees|Org Addr:Independen,Kentucky,US|OBA Nature:Tshirt business online|Invst Rel:N|Title:Employee|Duties:Design|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-02
S63	Uniform Securities Agent State Law Examination	2008-04-22

S66 Uniform Combined State Law Examination

2009-12-02
S63 Uniform Securities Agent State Law Examination

2008-04-22

Other Names

Daniel Foltz

View on SEC IAPD

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