Desmond Anthony Daigle

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Fidelity Investments
  Dallas, TX
• 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
  San Antonio, TX
  San Antonio, TX
• 2013-04-02 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Dallas, TX
  San Antonio, TX
  San Antonio, TX
  Boston, MA

Other Businesses

OBA-3894|OrgNmn:Desmond's Music|Org Addr:Irving,Texas,US|OBA Nature:Music Performance|Invst Rel:N|Title:Desmond's Music Business|Duties:Playing Various Instruments|StrtDt:01-01-13|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-03-22
• S63 Uniform Securities Agent State Law Examination
  2012-10-19