Danielle Marie Deehl

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
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Sarasota, FL • 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

Organization	City	State	From	To
Securities America, Inc.	Sarasota	FL	02/2018	11/2018
Securities America, Inc.	Sarasota	FL	11/2018	10/2021
Sarasota Dog Wizard	Bradenton	FL	10/2017	02/2018
All American Monitoring	Sarasota	FL	10/2016	10/2017
Walsh And Associates	Sarasota	FL	01/2016	10/2016
Lpf Advisors	Sarasota	FL	01/2021	10/2021
Fidelity Investments	Sarasota	FL	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2018 → 11/2018

Securities America, Inc.

Sarasota, FL
11/2018 → 10/2021

Securities America, Inc.

Sarasota, FL
10/2017 → 02/2018

Sarasota Dog Wizard

Bradenton, FL
10/2016 → 10/2017

All American Monitoring

Sarasota, FL
01/2016 → 10/2016

Walsh And Associates

Sarasota, FL
01/2021 → 10/2021

Lpf Advisors

Sarasota, FL
10/2021 → Present

Fidelity Investments

Sarasota, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sarasota, FL
2021-01-25 → 2021-10-06

Lpf Advisors, Llc

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-20

S66 Uniform Combined State Law Examination

2021-01-20

View on SEC IAPD

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