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Daniel R. Widas

Strategic Advisers LLC

Stamford, CT

Peekskill, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Peekskill, NY • 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
Pace University New York NY 08/2014 05/2017
Hamilton Cavanaugh & Associates Inc North White Plains NY 06/2017 05/2019
Aspire Advisors, Llc North White Plains NY 06/2017 05/2019
Edward Jones St Louis MO 06/2019 01/2020
Foresters Financial Services New York NY 02/2017 04/2017
Fidelity Brokerage Services Llc Stamford CT 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2017
    Pace University
    New York, NY
  • 06/2017 → 05/2019
    Hamilton Cavanaugh & Associates Inc
    North White Plains, NY
  • 06/2017 → 05/2019
    Aspire Advisors, Llc
    North White Plains, NY
  • 06/2019 → 01/2020
    Edward Jones
    St Louis, MO
  • 02/2017 → 04/2017
    Foresters Financial Services
    New York, NY
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Stamford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
  • 2019-07-30 → 2020-01-09
    Edward Jones
    St Louis, MO
    Cortlandt Manor, NY
    Armonk, NY
  • 2018-05-31 → 2019-05-30
    Aspire Advisors, Llc
    North White Plains, NY
Other Businesses

OBA-63566|OrgNmn:Coldwell Banker Prime Properties|Org Addr:Cohoes,New York,US|OBA Nature:They are a Real Estate Franchi|Invst Rel:Y|Title:Referral Partner - I cannot act o|Duties:Providing referral leads for a percentage of the transaction if executed |StrtDt:11-01-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-13
S63 Uniform Securities Agent State Law Examination 2017-07-31
  • S65 Uniform Investment Adviser Law Examination
    2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31
Other Names
  • Danny Robert Widas
  • Dan Robert Widas
  • Daniel Robert Widas
  • Daniel Widas
  • Daniel R Widas

View on SEC IAPD

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