Daniel J Perry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 05/2021
  Securian Financial Services Inc
  St. Paul, MN
• 10/2019 → 05/2021
  Minnesota Life Insurance Company
  St. Paul, MN
• 10/2019 → 05/2021
  Allied Wealth Partners
  Manasquan, NJ
• 09/2016 → 07/2019
  Stockton University
  Galloway, NJ
• 06/2018 → 09/2018
  Creative Financial Strategies
  Wall Township, NJ
• 06/2016 → 09/2016
  Cheesecake Factory
  Lawrenceville, NJ
• 09/2019 → 10/2019
  Securian Financial Services
  St. Paul, MN
• 06/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hamilton, NJ
• 2019-11-15 → 2021-06-11
  Securian Financial Services, Inc.
  Manasquan, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08