Best Investors Account Sign in

Daniel Record

Strategic Advisers LLC

Middleton, WI

Stoughton, WI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-21
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2026-04-21
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Stoughton, WI • 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 Merrimack NH 08/2021 Present
Conval Regional High School Peterborough NH 08/2019 06/2021
Hillsboro-Deering Elementary School Hillsboro NH 07/2016 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 06/2021
    Conval Regional High School
    Peterborough, NH
  • 07/2016 → 06/2019
    Hillsboro-Deering Elementary School
    Hillsboro, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Concord, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
S63 Uniform Securities Agent State Law Examination 2022-01-13
  • S66 Uniform Combined State Law Examination
    2024-10-30
  • S63 Uniform Securities Agent State Law Examination
    2022-01-13
Other Names
  • Daniel Burgess Record
  • Daniel Record

View on SEC IAPD

Other Firms

CANOPY WEALTH MANAGEMENT
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
JACOBSON & SCHMITT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES

Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

More in Middleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor