Danielle L. Pettiette Erlinger

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

San Jose, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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 No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Greenwood Village	CO	06/2015	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2015 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-05-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Jose, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-03-13
S63	Uniform Securities Agent State Law Examination	2015-07-27

S65 Uniform Investment Adviser Law Examination

2020-03-13
S63 Uniform Securities Agent State Law Examination

2015-07-27

Designations

Other Names

Danielle Lee Pettiette Erlinger

View on SEC IAPD

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