Best Investors Account Sign in

Daniel Liam Dwyer

Strategic Advisers LLC

Greenville, DE

Swarthmore, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Swarthmore, PA • 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
Lincoln Financial Distributors Radnor PA 05/2018 04/2022
School Philadelphia PA 09/2008 09/2016
School State College PA 09/2016 06/2017
Enterprise Rent-A-Car Ardmore PA 06/2017 09/2017
School State College PA 09/2017 05/2018
Fidelity Investments Greenville DE 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 04/2022
    Lincoln Financial Distributors
    Radnor, PA
  • 09/2008 → 09/2016
    School
    Philadelphia, PA
  • 09/2016 → 06/2017
    School
    State College, PA
  • 06/2017 → 09/2017
    Enterprise Rent-A-Car
    Ardmore, PA
  • 09/2017 → 05/2018
    School
    State College, PA
  • 04/2022 → Present
    Fidelity Investments
    Greenville, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-02
S63 Uniform Securities Agent State Law Examination 2018-07-27
  • S66 Uniform Combined State Law Examination
    2022-08-02
  • S63 Uniform Securities Agent State Law Examination
    2018-07-27
Other Names
  • Daniel Dwyer

View on SEC IAPD

Other Firms

SPEARHEAD ADMINISTRATIVE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor