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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-23
TX RA APPROVED_RES 2025-08-13
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED_RES
    Since 2025-08-13
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Battle Ground, WA • 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
Thrivent Investment Management Inc Lake Oswego OR 03/2015 03/2021
Thrivent Financial Appleton WI 09/2015 03/2021
Thrivent Advisor Network, Llc D/B/A M25 Advisors Salem OR 03/2021 07/2022
Fidelity Investments Vancouver WA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 03/2021
    Lake Oswego, OR
  • 09/2015 → 03/2021
    Thrivent Financial
    Appleton, WI
  • 03/2021 → 07/2022
    Thrivent Advisor Network, Llc D/B/A M25 Advisors
    Salem, OR
  • 08/2022 → Present
    Fidelity Investments
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-23
  • S66 Uniform Combined State Law Examination
    2015-06-23
Other Names
  • Daniel Ryan Hayes
  • Daniel R Hayes

View on SEC IAPD

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