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Daniel Michael Guido

Strategic Advisers LLC

Katy, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Katy, TX • 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
Saint Bartholomew The Apostle Catholic Church Katy TX 04/2017 12/2020
Saint Mary Catholic Church Bethel CT 05/2016 04/2017
Thrivent Investment Management Inc Houston TX 11/2020 07/2021
Thrivent Financial Appleton WI 12/2020 05/2021
Thrivent Financial Appleton WI 05/2021 07/2021
Fidelity Investments Salt Lake City UT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 12/2020
    Saint Bartholomew The Apostle Catholic Church
    Katy, TX
  • 05/2016 → 04/2017
    Saint Mary Catholic Church
    Bethel, CT
  • 11/2020 → 07/2021
    Thrivent Investment Management Inc
    Houston, TX
  • 12/2020 → 05/2021
    Thrivent Financial
    Appleton, WI
  • 05/2021 → 07/2021
    Thrivent Financial
    Appleton, WI
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-03
  • S66 Uniform Combined State Law Examination
    2021-02-03
Other Names
  • Dan Guido

View on SEC IAPD

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