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Daniel Ledner

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

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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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Denver CO 09/2021 Present
Unemployed Armonk NY 01/2021 07/2021
Ledner And Zaiff Dental Designs Shrub Oak NY 06/2020 01/2021
Center For Entrepreneurship Salt Lake UT 09/2016 05/2017
Chapman University Orange CA 01/2017 05/2020
Westminster College Salt Lake UT 01/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity
    Denver, CO
  • 01/2021 → 07/2021
    Unemployed
    Armonk, NY
  • 06/2020 → 01/2021
    Ledner And Zaiff Dental Designs
    Shrub Oak, NY
  • 09/2016 → 05/2017
    Center For Entrepreneurship
    Salt Lake, UT
  • 01/2017 → 05/2020
    Chapman University
    Orange, CA
  • 01/2016 → 12/2016
    Westminster College
    Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2022-05-11
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2022-05-11
Other Names
  • Daniel Ross Ledner
  • Daniel Ledner

View on SEC IAPD

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