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Daniel Roma

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Fidelity Investments Jacksonville FL 07/2021 Present
Hire Her Inc. Briarcliff Manor NY 06/2018 08/2020
Danford'S Hotel & Marina Port Jefferson NY 09/2019 09/2019
Doordash Lake Grove NY 10/2019 05/2020
Suffolk County Democratic Committee Bohemia NY 10/2019 11/2019
Stony Brook University Stony Brook NY 09/2017 05/2021
The Masters School Dobbs Ferry NY 09/2010 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2018 → 08/2020
    Hire Her Inc.
    Briarcliff Manor, NY
  • 09/2019 → 09/2019
    Danford'S Hotel & Marina
    Port Jefferson, NY
  • 10/2019 → 05/2020
    Doordash
    Lake Grove, NY
  • 10/2019 → 11/2019
    Suffolk County Democratic Committee
    Bohemia, NY
  • 09/2017 → 05/2021
    Stony Brook University
    Stony Brook, NY
  • 09/2010 → 06/2017
    The Masters School
    Dobbs Ferry, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-15
  • S66 Uniform Combined State Law Examination
    2021-12-15
Other Names
  • Dan Roma
  • Roma
  • Daniel J Roma

View on SEC IAPD

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Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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