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Daniel W Glazier

Strategic Advisers LLC

Wilmington, DE

Greenville, DE

Greenville, DE

Wilmington, DE

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wilmington, DE • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Wilmington, DE • 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
Ing Direct Investing, Inc. Wilmington DE 10/2008 06/2019
Fidelity Brokerage Services Wilmington DE 08/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2008 → 06/2019
    Ing Direct Investing, Inc.
    Wilmington, DE
  • 08/2019 → Present
    Fidelity Brokerage Services
    Wilmington, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
  • 2012-07-26 → 2019-06-13
    Capital One Advisors, Llc
    Mclean, VA
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-17
S63 Uniform Securities Agent State Law Examination 2010-05-26
  • S65 Uniform Investment Adviser Law Examination
    2012-07-17
  • S63 Uniform Securities Agent State Law Examination
    2010-05-26
Other Names
  • Daniel William Glazier

View on SEC IAPD

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