Best Investors Account Sign in

Danielle Edwards

Strategic Advisers LLC

South Jordan, UT

Salt Lake City, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

South Jordan, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Hornor Townsend & Kent Inc Horsham PA 02/2014 03/2017
Penn Mutual Life Ins Co Horsham PA 02/2014 03/2017
E*Trade Securities Llc Sandy UT 03/2017 05/2018
E*Trade Capital Management Llc Sandy UT 03/2017 05/2018
E*Trade Securities Llc Sandy UT 05/2018 10/2022
E*Trade Capital Management Llc Sandy UT 05/2018 10/2022
Fidelity Investments Salt Lake City UT 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 03/2017
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 02/2014 → 03/2017
    Penn Mutual Life Ins Co
    Horsham, PA
  • 03/2017 → 05/2018
    E*Trade Securities Llc
    Sandy, UT
  • 03/2017 → 05/2018
    E*Trade Capital Management Llc
    Sandy, UT
  • 05/2018 → 10/2022
    E*Trade Securities Llc
    Sandy, UT
  • 05/2018 → 10/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 10/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-04-06 → 2022-10-11
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2014-04-18 → 2017-04-06
    Hornor, Townsend & Kent, Llc
    Holladay, UT
  • 2010-09-20 → 2014-02-04
    Waddell & Reed
    Clearfield, UT
Other Businesses

OBA-92862|OrgNmn:Escape To Anywhere LLC|Org Addr:South Jord,Utah,US|OBA Nature:Travel Content Creation on Soc|Invst Rel:N|Title:Sole Proprietor|Duties:Posting travel content from trips taken and renting out ski condo|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-16
  • S66 Uniform Combined State Law Examination
    2010-09-16
Other Names
  • Danielle Sue Byrd
  • Danielle S Byrd
  • Danielle Sue Byrd
  • Danielle Brox Edwards
  • Danielle Brox Edwards
  • Danielle Edwards
  • Danielle Sue Edwards

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor