Daniel Joseph Fraser

Current Employers

Employment History

• 01/2008 → 07/2024
  Fidelity Brokerage Services Llc
  Marlborough, MA
• 07/2024 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2024 → 02/2025
  Financial Strategies Retirement Partners
  Bedford, NH
• 02/2025 → 05/2026
  Financial Strategies Retirement Partners
  Bedford, NH
• 05/2026 → Present
  Raymond James Financial Services Inc.
  Bedford, NH
• 05/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Bedford, NH

Previous Registrations

• 2025-02-12 → 2026-05-04
  Commonwealth Financial Network
  Bedford, NH
• 2025-03-05 → 2026-04-08
  Financial Strategies Retirement Partners
  Bedford, NH

Other Businesses

(1)Name of Business: Financial Strategies Retirement Partners Address: 3 Executive Park Dr Ste 205, Bedford, NH, 03110, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Retirement Plan Operations. Focus on Retirement plans. Oversee client service, client service managers, marketing/communications. Also key account management for our largest relationships and serve in an Advisory capacity. (2)Name of Business: Fraser Properties Address: 47 Lawson Farm Road, Londonderry, NH, 03053, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/20/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a 50% owner along with my brother, David, in the LLC that manages our 3 family rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-22
• S63 Uniform Securities Agent State Law Examination
  1995-03-31

Other Names

• Daniel Joseph Frasse