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Daniel L. Illg

Strategic Advisers LLC

Merrimack, NH

Milford, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

One Spartan Way, Merrimack, NH 03054-4300 • United States

Milford, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 04/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2008 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
    Merrimack, NH
    Milford, NH
  • 2015-02-11 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

OBA-13952|OrgNmn:Kathy Blake Dance Studio|Org Addr:Amherst,New Hampsh,US|OBA Nature:Dance Studio|Invst Rel:N|Title:Music Director|Duties:Editing music|StrtDt:11-05-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-113383|OrgNmn:FitFuzion LLC|Org Addr:Amherst ,New Hampsh,US|OBA Nature:Dance Fitness Studio|Invst Rel:N|Title:Sole Proprietor|Duties:Managing memberships, website content, and app integration. |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-06
S63 Uniform Securities Agent State Law Examination 2008-08-26
  • S66 Uniform Combined State Law Examination
    2015-02-06
  • S63 Uniform Securities Agent State Law Examination
    2008-08-26
Other Names
  • Dan L Illg
  • Daniel Laurence Illg
  • Daniel Illg
  • Dan Illg
  • Daniel L Illg
  • Dan Laurence Illg

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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