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Daniel Steven Bergay

Strategic Advisers LLC

Littleton, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Littleton, CO • 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 Greenwood Village CO 10/2014 06/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Centennial CO 06/2019 05/2021
Bank Of America, N.A. Centennial CO 06/2019 05/2021
Fidelity Invesments Greenwood Village CO 05/2021 Present
  • 10/2014 → 06/2019
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 07/2018 → 06/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2019 → 05/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Centennial, CO
  • 06/2019 → 05/2021
    Bank Of America, N.A.
    Centennial, CO
  • 05/2021 → Present
    Fidelity Invesments
    Greenwood Village, CO
Previous Registrations
  • 2021-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-07-17 → 2021-05-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aurora, CO
    Centennial, CO
    Centennial, CO
    Centennial, CO
    Highlands Ranch, CO
  • 2018-07-13 → 2019-06-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-11-14 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-11
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2016-11-11
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Other Names
  • Danny Steven Bergay
  • Daniel Steven Bergay
  • Daniel Bergay

View on SEC IAPD

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