Richard Daniel Egan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 02/2021
  Stay At Home Parent
  Royse City, TX
• 02/2021 → 04/2023
  T3 Trading Group, Llc
  New York, NY
• 04/2023 → Present
  Fidelity Investments Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2012-10-16 → 2013-08-02
  Charles Schwab & Co., Inc.
  Plano, TX
• 2010-04-19 → 2012-09-26
  Strategic Advisers Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11
• S63 Uniform Securities Agent State Law Examination
  2006-02-07

Other Names

• Rick Egan
• Richard Daniel Egan
• Richard Egan