Daniel Fernandez

Strategic Advisers LLC

Des Plaines, IL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
IL	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-01-13
IL RA
APPROVED

Since 2025-03-31

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Des Plaines, IL • 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

Organization	City	State	From	To
U.S. Bank	Chicago	IL	12/2018	04/2023
U.S. Bancorp Investments, Inc.	Chicago	IL	12/2018	04/2023
Us Bank	Lincolnwood	IL	02/2017	12/2018
Bmo Harris Bank	Wilmette	IL	05/2016	02/2017
Fidelity Investments	Schaumburg	IL	04/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2018 → 04/2023

U.S. Bank

Chicago, IL
12/2018 → 04/2023

U.S. Bancorp Investments, Inc.

Chicago, IL
02/2017 → 12/2018

Us Bank

Lincolnwood, IL
05/2016 → 02/2017

Bmo Harris Bank

Wilmette, IL
04/2023 → Present

Fidelity Investments

Schaumburg, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-06-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Schaumburg, IL
2022-07-18 → 2023-04-17

U.S. Bancorp Investments, Inc.

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-18
S63	Uniform Securities Agent State Law Examination	2019-06-06

S65 Uniform Investment Adviser Law Examination

2022-07-18
S63 Uniform Securities Agent State Law Examination

2019-06-06

Other Names

Daniel J Fernandez
Daniel Fernandez

View on SEC IAPD

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