Daniel Evan Treharne

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TN	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Germantown, TN • United States

7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • 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

Organization	City	State	From	To
Recreational Equipment Inc.	Memphis	TN	07/2019	01/2021
Starbucks	Memphis	TN	05/2019	07/2019
Fidelity Investments	Covington	KY	01/2021	Present
Unemployed	Austin	TX	01/2012	04/2018
Unemployed	Memphis	TN	04/2018	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

07/2019 → 01/2021

Recreational Equipment Inc.

Memphis, TN
05/2019 → 07/2019

Starbucks

Memphis, TN
01/2021 → Present

Fidelity Investments

Covington, KY
01/2012 → 04/2018

Unemployed

Austin, TX
04/2018 → 05/2019

Unemployed

Memphis, TN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Germantown, TN

Bowling Green, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-27
S63	Uniform Securities Agent State Law Examination	2021-05-19

S66 Uniform Combined State Law Examination

2022-06-27
S63 Uniform Securities Agent State Law Examination

2021-05-19

Designations

Other Names

Daniel Evan Treharne
Dan Treharne
Daniel Treharne

View on SEC IAPD

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