Daniel C. Helton

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

• 05/2013 → 12/2017
  Cco Investment Services
  East Providence, RI
• 12/2017 → 09/2021
  Citizens Securities Inc.
  East Providence, RI
• 12/2017 → 09/2021
  Citizens Bank
  East Providence, RI
• 09/2021 → Present
  Fidelity
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2014-03-28 → 2021-09-03
  Citizens Securities, Inc.
  Johnston, RI
  Providence, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-31
• S63 Uniform Securities Agent State Law Examination
  2013-08-07

Other Names

• Helton Corbett Daniel
• Daniel Corbett Helton