Daralyn Jenna Ward

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 08/2021
  The Melting Pot
  Jacksonville, FL
• 04/2015 → 03/2020
  Wawa
  Jacksonville, FL
• 09/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03
• S63 Uniform Securities Agent State Law Examination
  2022-02-04

Other Names

• Daralyn Jenna Belote