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Daniel Theall

Strategic Advisers LLC

Franklin, TN

Nashville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-06
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States

Nashville, TN • 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
Bay Area Aquanauts (Aquastar Swim Team) Clear Lake TX 10/2016 03/2020
Fidelity Brokerage Services Llc Westlake TX 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 03/2020
    Bay Area Aquanauts (Aquastar Swim Team)
    Clear Lake, TX
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2024-09-20
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31
Other Names
  • Daniel Jeffrey Theall

View on SEC IAPD

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