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Daniyal Afroz

Strategic Advisers LLC

Salt Lake City, UT

Draper, UT

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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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Draper, 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Salt Lake City UT 05/2020 Present
Deloitte & Touche Llp Arlington VA 05/2019 02/2020
Goldman Sachs Jersey City NJ 09/2017 04/2019
Goldman Sachs Salt Lake City UT 07/2014 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 05/2019 → 02/2020
    Deloitte & Touche Llp
    Arlington, VA
  • 09/2017 → 04/2019
    Goldman Sachs
    Jersey City, NJ
  • 07/2014 → 09/2017
    Goldman Sachs
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
Other Names
  • Daniyal Afroz
  • Daniel Afroz
  • Syed Afroz
  • Syed D Afroz

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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