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Daniel Sanchez

Strategic Advisers LLC

Fort Worth, TX

River Oaks, TX

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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
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

River Oaks, TX • 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
Wells Fargo Bank Fort Worth TX 12/2013 06/2019
Holmes Murphy & Associates Dallas TX 06/2019 11/2021
Blue Cross Shield Of Minnesota Fort Worth TX 11/2021 01/2022
Fidelity Investments Fort Worth TX 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 06/2019
    Wells Fargo Bank
    Fort Worth, TX
  • 06/2019 → 11/2021
    Holmes Murphy & Associates
    Dallas, TX
  • 11/2021 → 01/2022
    Blue Cross Shield Of Minnesota
    Fort Worth, TX
  • 01/2022 → Present
    Fidelity Investments
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30

View on SEC IAPD

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EAGLE STRATEGIES LLC

Other Investors

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RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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