Daniel Kyle Bolbirer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2022-10-01