Daniel S. Wilson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Lehi, UT • 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

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	04/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2010 → Present

Fidelity Investments

American Fork, UT
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Lehi, UT
2012-06-19 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

American Fork, UT

Other Businesses

OBA-16552|OrgNmn:Purchase of rental property|Org Addr:Memphis,Tennessee,US|OBA Nature:I plan on purchase multiple re|Invst Rel:Y|Title:Owner/partner|Duties:Overseeing management of properties, buying new properties. My brother is my partner.|StrtDt:09-28-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-16
S63	Uniform Securities Agent State Law Examination	2010-07-14

S66 Uniform Combined State Law Examination

2012-06-16
S63 Uniform Securities Agent State Law Examination

2010-07-14

Other Names

Daniel S Wilson
Daniel Wilson
Daniel Spencer Wilson

View on SEC IAPD

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