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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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 Denver CO 07/2021 Present
Wesleyan University Tupper Lake NY 02/2021 05/2021
University Of Missouri Tupper Lake NY 10/2020 02/2021
Unemployed Tupper Lake NY 02/2020 10/2020
Adirondack Store & Gallery, Inc. Lake Placid NY 03/2019 02/2020
Wesleyan University Middletown CT 09/2015 12/2018
Procon.ORg Santa Monica CA 06/2018 08/2018
Franklin County Supreme And County Court Malone NY 06/2017 08/2017
Southern Franklin County Assistant District Attorney'S Office Tupper Lake NY 01/2017 01/2017
Shaheen'S Iga Tupper Lake NY 05/2011 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Denver, CO
  • 02/2021 → 05/2021
    Wesleyan University
    Tupper Lake, NY
  • 10/2020 → 02/2021
    University Of Missouri
    Tupper Lake, NY
  • 02/2020 → 10/2020
    Unemployed
    Tupper Lake, NY
  • 03/2019 → 02/2020
    Adirondack Store & Gallery, Inc.
    Lake Placid, NY
  • 09/2015 → 12/2018
    Wesleyan University
    Middletown, CT
  • 06/2018 → 08/2018
    Procon.ORg
    Santa Monica, CA
  • 06/2017 → 08/2017
    Franklin County Supreme And County Court
    Malone, NY
  • 01/2017 → 01/2017
    Southern Franklin County Assistant District Attorney'S Office
    Tupper Lake, NY
  • 05/2011 → 09/2016
    Shaheen'S Iga
    Tupper Lake, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-28
S63 Uniform Securities Agent State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2023-04-28
  • S63 Uniform Securities Agent State Law Examination
    2021-12-08
Other Names
  • Daniel Joseph Shaheen
  • Dj Shaheen
  • Daniel Shaheen

View on SEC IAPD

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