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Boyd Dylan Dailey

Strategic Advisers LLC

Acworth, GA

Alpharetta, GA

CRD 7222767

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Acworth, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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 Atlanta GA 01/2020 Present
United Community Bank Lawrenceville GA 12/2018 01/2020
Rico's World Kitchen Buford GA 08/2013 12/2018
Young Harris College Young Harris GA 08/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 12/2018 → 01/2020
    United Community Bank
    Lawrenceville, GA
  • 08/2013 → 12/2018
    Rico's World Kitchen
    Buford, GA
  • 08/2014 → 12/2017
    Young Harris College
    Young Harris, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 2021-01-22
  • S66 Uniform Combined State Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22

View on SEC IAPD

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