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Daniella Rita Weldon

Strategic Advisers LLC

Boston, MA

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-18
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2026-08-18
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

New York, NY • 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
Unemployed Melrose MA 07/2020 07/2020
Unemployed Melrose MA 06/2024 07/2024
Smart About Money, Student Success Amherst MA 03/2022 05/2024
Hangar Pub And Grill Amherst MA 09/2021 10/2021
Northfiled Mount Hermon Northfield MA 08/2017 06/2020
United Census Bureau Waltham MA 08/2020 09/2020
Bruggers Melrose MA 05/2016 08/2019
Univrsity Of Massachusetts Amherst Amherst MA 08/2020 05/2024
Fidelity Investments Boston MA 08/2024 Present
Jack And Charlies Nantucket MA 05/2021 08/2021
Mystic Valley Regional Charchter School Malden MA 05/2014 06/2017
Jmclaughlin Nantucket MA 05/2021 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 07/2020
    Unemployed
    Melrose, MA
  • 06/2024 → 07/2024
    Unemployed
    Melrose, MA
  • 03/2022 → 05/2024
    Smart About Money, Student Success
    Amherst, MA
  • 09/2021 → 10/2021
    Hangar Pub And Grill
    Amherst, MA
  • 08/2017 → 06/2020
    Northfiled Mount Hermon
    Northfield, MA
  • 08/2020 → 09/2020
    United Census Bureau
    Waltham, MA
  • 05/2016 → 08/2019
    Bruggers
    Melrose, MA
  • 08/2020 → 05/2024
    Univrsity Of Massachusetts Amherst
    Amherst, MA
  • 08/2024 → Present
    Fidelity Investments
    Boston, MA
  • 05/2021 → 08/2021
    Jack And Charlies
    Nantucket, MA
  • 05/2014 → 06/2017
    Mystic Valley Regional Charchter School
    Malden, MA
  • 05/2021 → 08/2021
    Jmclaughlin
    Nantucket, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Melrose, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Daniella R Weldon
  • Daniella Weldon

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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