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Daniel Kyle Bolbirer

Strategic Advisers LLC

New York, NY

New York, NY

Astoria, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1356 Third Avenue, New York, NY 10075-0461 • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Astoria, 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
Fidelity Investments New York NY 04/2022 Present
Tp Icap New York NY 09/2020 03/2022
Scanifly New York NY 03/2020 08/2020
Baldridge Asset Management New York NY 01/2020 03/2020
Muhlenberg College Allentown PA 08/2016 05/2020
Aeropostale Staten Island NY 06/2019 08/2019
Admera Health South Plainfield NJ 06/2018 08/2018
Staten Island Academy Camp Staten Island NY 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    New York, NY
  • 09/2020 → 03/2022
    Tp Icap
    New York, NY
  • 03/2020 → 08/2020
    Scanifly
    New York, NY
  • 01/2020 → 03/2020
    Baldridge Asset Management
    New York, NY
  • 08/2016 → 05/2020
    Muhlenberg College
    Allentown, PA
  • 06/2019 → 08/2019
    Aeropostale
    Staten Island, NY
  • 06/2018 → 08/2018
    Admera Health
    South Plainfield, NJ
  • 06/2017 → 08/2017
    Staten Island Academy Camp
    Staten Island, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-01
  • S66 Uniform Combined State Law Examination
    2022-10-01

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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