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Daniel James Delargy

Strategic Advisers LLC

Morristown, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Morristown, NJ • 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
Montclair State University Montclair NJ 09/2015 05/2019
Hennion & Walsh Inc Parsippany NJ 07/2019 07/2021
Fidelity Investments Remote NJ 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 05/2019
    Montclair State University
    Montclair, NJ
  • 07/2019 → 07/2021
    Hennion & Walsh Inc
    Parsippany, NJ
  • 07/2021 → Present
    Fidelity Investments
    Remote, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
S63 Uniform Securities Agent State Law Examination 2019-11-21
  • S66 Uniform Combined State Law Examination
    2021-10-01
  • S63 Uniform Securities Agent State Law Examination
    2019-11-21
Other Names
  • Daniel James Delargy
  • Daniel J Delargy
  • Dan J Delargy
  • Daniel Delargy

View on SEC IAPD

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