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Forrest Daly

Strategic Advisers LLC

Roseville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Roseville, CA • 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
Equitable Advisors, Llc New York NY 08/2023 05/2024
Amp Smart Lehi UT 05/2021 07/2021
California State University Chico Chico CA 08/2019 05/2023
Fidelity Investments Westlake TX 05/2024 Present
Regal Cinemas Roseville CA 12/2016 08/2019
The Pour House Restaurant Chico CA 12/2020 05/2021
Unemployed Granite Bay CA 08/2013 11/2016
Unemployed Roseville CA 06/2023 08/2023
Elfin Support/Robinhood Financial Chico CA 06/2021 05/2022
Safeway Rocklin CA 03/2020 08/2020
  • 08/2023 → 05/2024
    Equitable Advisors, Llc
    New York, NY
  • 05/2021 → 07/2021
    Amp Smart
    Lehi, UT
  • 08/2019 → 05/2023
    California State University Chico
    Chico, CA
  • 05/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2016 → 08/2019
    Regal Cinemas
    Roseville, CA
  • 12/2020 → 05/2021
    The Pour House Restaurant
    Chico, CA
  • 08/2013 → 11/2016
    Unemployed
    Granite Bay, CA
  • 06/2023 → 08/2023
    Unemployed
    Roseville, CA
  • 06/2021 → 05/2022
    Elfin Support/Robinhood Financial
    Chico, CA
  • 03/2020 → 08/2020
    Safeway
    Rocklin, CA
Previous Registrations
Other Businesses

OBA-113379|OrgNmn:Smoke-EZ|Org Addr:Roseville,California,US|OBA Nature:Vending Machine |Invst Rel:N|Title:Sole Proprietor|Duties:Facilitate purchasing units and supplying vending machines|StrtDt:09-25-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18
Other Names
  • Forrest Daly
  • Forrest Erysian Daly

View on SEC IAPD

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