Daniel Shields

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-01-14
TX	RA	APPROVED	2025-03-31

UT RA
APPROVED

Since 2026-01-14
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bluffdale, 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

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	01/2022	Present
Atb Financial	Calgary		10/2018	05/2021
Apple	Calgary		08/2017	04/2018
Jencor Mortgage Corp	Calgary		07/2018	09/2018
Unemployed	Calgary		06/2021	12/2021
Unemployed	Calgary		05/2018	06/2018
Unemployed	Unemployed		06/2016	07/2017
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → Present

Fidelity Investments

Salt Lake City, UT
10/2018 → 05/2021

Atb Financial

Calgary
08/2017 → 04/2018

Apple

Calgary
07/2018 → 09/2018

Jencor Mortgage Corp

Calgary
06/2021 → 12/2021

Unemployed

Calgary
05/2018 → 06/2018

Unemployed

Calgary
06/2016 → 07/2017

Unemployed

Unemployed
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-06-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Huntington Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-27
S63	Uniform Securities Agent State Law Examination	2011-04-29

S66 Uniform Combined State Law Examination

2022-05-27
S63 Uniform Securities Agent State Law Examination

2011-04-29

Other Names

Dan Reed Shields
Daniel Reed Shields

View on SEC IAPD

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