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Daniel Berman

Strategic Advisers LLC

Overland Park, KS

Overland Park, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Overland Park, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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
Charles Schwab Leawood KS 09/1999 11/2019
Charles Schwab Bank Leawood KS 02/2005 11/2019
Unemployed Overland Park KS 12/2019 04/2020
New York Life Insurance Co. Overland Park KS 04/2020 09/2020
Nylife Securitites Llc Overland Park KS 05/2020 09/2020
Fidelity Investments Chesterfield MO 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/1999 → 11/2019
    Charles Schwab
    Leawood, KS
  • 02/2005 → 11/2019
    Charles Schwab Bank
    Leawood, KS
  • 12/2019 → 04/2020
    Unemployed
    Overland Park, KS
  • 04/2020 → 09/2020
    New York Life Insurance Co.
    Overland Park, KS
  • 05/2020 → 09/2020
    Nylife Securitites Llc
    Overland Park, KS
  • 10/2020 → Present
    Fidelity Investments
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2001-06-04 → 2019-11-26
    Charles Schwab & Co., Inc.
    Chesterfield, MO
    Clayton, MO
    Chesterfield, MO
    Fairview Heights, IL
    Leawood, KS
    Overland Park, KS
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-11
S63 Uniform Securities Agent State Law Examination 1995-09-21
  • S66 Uniform Combined State Law Examination
    2001-05-11
  • S63 Uniform Securities Agent State Law Examination
    1995-09-21
Other Names
  • Dan Berman
  • Daniel Michael Berman
  • Daniel Berman

View on SEC IAPD

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