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Daniel Willoth

Strategic Advisers LLC

Rochester, NY

Fairport, 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 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Fairport, 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
Fidelity Brokerage Services Llc Rochester NY 01/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → Present
    Fidelity Brokerage Services Llc
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Other Businesses

OBA-65716|OrgNmn:Willoth Consulting LLC|Org Addr:Rochester,New York,US|OBA Nature:Real Estate ownership, for inc|Invst Rel:Y|Title:Partner|Duties:minimal. Maybe some maintenance of the real estate outside of normal working hours.|StrtDt:01-20-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-23
  • S63 Uniform Securities Agent State Law Examination
    2005-06-23
Designations
Other Names
  • Daniel F. Willoth
  • Daniel Frederick Willoth

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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