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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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Commerce City, CO • 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
Readytalk, A Pgi Company Denver CO 04/2017 11/2018
Tapinfluence Denver CO 08/2016 11/2016
Unemployed Arvada CO 11/2016 03/2017
Any Weather Capital (4Th Industrial Index) Arvada CO 01/2017 11/2018
Axa Advisors, Llc New York NY 11/2018 06/2020
Equitable Advisors, Llc New York NY 11/2018 06/2022
Fidelity Investments Greenwood Village CO 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 11/2018
    Readytalk, A Pgi Company
    Denver, CO
  • 08/2016 → 11/2016
    Tapinfluence
    Denver, CO
  • 11/2016 → 03/2017
    Unemployed
    Arvada, CO
  • 01/2017 → 11/2018
    Any Weather Capital (4Th Industrial Index)
    Arvada, CO
  • 11/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2018 → 06/2022
    New York, NY
  • 05/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-05-03 → 2022-06-20
    Arvada, CO
    Lakewood, CO
    Lakewood, CO
Other Businesses

OBA-109511|OrgNmn:University of Denver Daniels Alumni Advisory Board|Org Addr:Denver,Colorado,US|OBA Nature:Alumni Association|Invst Rel:N|Title:Alumni Advisory Board Member|Duties:Serve as an ambassador on behalf of the College and role model ? for other alumni. ? If you are a Denver-area resident, o Attend the AAB's Fal|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-97011|OrgNmn:Any Weather Capital LLC|Org Addr:Thornton,Colorado,US|OBA Nature:Single Family Rental Property|Invst Rel:Y|Title:Property Owner|Duties:Property Owner|StrtDt:04-01-23|TotHrs/mon:4|TrdHrs/mon:0|OBA-127692|OrgNmn:University of Denver Black Alumni Affinity Network|Org Addr:Denver,Colorado,US|OBA Nature:Creates a supportive community|Invst Rel:N|Title:Co-Chair|Duties:Network Co-Chair The Network Co-Chair assists the Chair in furthering the goals of the network. This individual acts as a backup and strong pa|StrtDt:03-12-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-68909|OrgNmn:Mile High United Way|Org Addr:Denver,Colorado,US|OBA Nature:Mile High United Way fights fo|Invst Rel:N|Title:Catalyst Society Member|Duties:Interview, recommend, and review independent auditors|StrtDt:08-11-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-30
  • S66 Uniform Combined State Law Examination
    2019-04-30
Other Names
  • Daniel Byrd
  • Daniel Eric Byrd

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