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Dallon Byers

Strategic Advisers LLC

Chicago, IL

CRD 7129971

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Chicago, 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
OrganizationCityStateFromTo
Pruco Securities Llc Frankfort IL 04/2019 12/2021
Best Buy Iowa City IA 11/2017 12/2018
University Of Iowa Parking And Transportation Iowa City IA 09/2014 10/2017
Iowa Chop House Iowa City IA 06/2016 10/2017
Suburban Orthopaedic Bartlett IL 01/2019 09/2019
The Prudential Insurance Company Of America Frankfort IL 09/2019 12/2021
Fidelity Investments Merrimack NH 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 12/2021
    Pruco Securities Llc
    Frankfort, IL
  • 11/2017 → 12/2018
    Best Buy
    Iowa City, IA
  • 09/2014 → 10/2017
    University Of Iowa Parking And Transportation
    Iowa City, IA
  • 06/2016 → 10/2017
    Iowa Chop House
    Iowa City, IA
  • 01/2019 → 09/2019
    Suburban Orthopaedic
    Bartlett, IL
  • 09/2019 → 12/2021
    The Prudential Insurance Company Of America
    Frankfort, IL
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2020-06-19 → 2021-12-16
    Pruco Securities, Llc.
    Frankfort, IL
    Frankfort, IL
Other Businesses

OBA-120885|OrgNmn:Data Annotation|Org Addr:Chicago,Illinois,US|OBA Nature:The company works to review AI|Invst Rel:N|Title:Independent Contractor|Duties:Read over AI text responses and review them on various levels|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-17
S63 Uniform Securities Agent State Law Examination 2019-09-09
  • S65 Uniform Investment Adviser Law Examination
    2020-06-17
  • S63 Uniform Securities Agent State Law Examination
    2019-09-09

View on SEC IAPD

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