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Daniel Keith

Strategic Advisers LLC

Clarkston, MI

Farmington, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Clarkston, MI • United States

30200 Northwestern Hwy, Farmington, MI 48334-3296 • 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 Farmington MI 03/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → Present
    Fidelity Brokerage Services Llc
    Farmington, MI
  • 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
    Farmington, MI
    Lake Orion, MI
  • 2015-06-08 → 2018-07-13
    Strategic Advisers Llc
    Farmington, MI
  • 2014-05-27 → 2015-03-23
    Morgan Stanley
    Birmingham, MI
    Troy, MI
    Bloomfield Hills, MI
Other Businesses

OBA-13531|OrgNmn:KJ Properties|Org Addr:Waterford,Michigan,US|OBA Nature:Purchasing and owning rental i|Invst Rel:Y|Title:KJ Properties, LLC|Duties:Purchasing property, maintenance,rehab|StrtDt:10-07-19|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-22
S63 Uniform Securities Agent State Law Examination 2013-02-11
  • S66 Uniform Combined State Law Examination
    2014-05-22
  • S63 Uniform Securities Agent State Law Examination
    2013-02-11
Designations
Other Names
  • Daniel Keith
  • Daniel Allen Keith

View on SEC IAPD

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