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Daniel Hart

Strategic Advisers LLC

Indianapolis, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • 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
Goldman Sachs Salt Lake City UT 04/2020 11/2020
Ymca Indianapolis IN 03/2019 07/2019
Panera Bread Port Charlotte FL 04/2017 08/2017
Unemployed Salt Lake City UT 12/2020 05/2021
Brigham Young University-Idaho Rexburg ID 06/2016 04/2020
Kronos Indianapolis IN 12/2019 02/2020
Fidelity Investments Salt Lake City UT 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 11/2020
    Goldman Sachs
    Salt Lake City, UT
  • 03/2019 → 07/2019
    Ymca
    Indianapolis, IN
  • 04/2017 → 08/2017
    Panera Bread
    Port Charlotte, FL
  • 12/2020 → 05/2021
    Unemployed
    Salt Lake City, UT
  • 06/2016 → 04/2020
    Brigham Young University-Idaho
    Rexburg, ID
  • 12/2019 → 02/2020
    Kronos
    Indianapolis, IN
  • 05/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
Other Businesses

OBA-121962|OrgNmn:FonslyGames|Org Addr:Indianapol,Indiana,US|OBA Nature:I buy things at a lower cost, |Invst Rel:N|Title:Sole Proprietor|Duties:basically none. it's self-owned, and I can choose if I want to do it or stop at any time.|StrtDt:|TotHrs/mon:19|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-23
S63 Uniform Securities Agent State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2024-09-23
  • S63 Uniform Securities Agent State Law Examination
    2021-11-05
Other Names
  • Daniel Benjamin Hart
  • Daniel Hart

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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