Danielle Reimer

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

• 05/2017 → 01/2018
  University Of Massachusetts Lowell
  Lowell, MA
• 03/2018 → 06/2018
  Kimballs
  Carlisle, MA
• 05/2018 → 08/2018
  Kubel's Bar And Grill
  Barnegat Light, NJ
• 01/2018 → 05/2020
  College Of Charleston
  Charleston, SC
• 05/2019 → 08/2019
  Kubel's Bar And Grill
  Barnegat Light, NJ
• 08/2019 → 05/2021
  College Of Charleston
  Charleston, SC
• 05/2021 → 08/2021
  Beach Barn Boutique
  Barnegat Light, NJ
• 08/2021 → 01/2022
  Unemployed
  Oradell, NJ
• 08/2016 → 05/2017
  Manhattan College
  Bronx, NY
• 01/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2017 → 08/2017
  Kubel's Bar And Grill
  Barnegat Light, NJ
• 08/2020 → 12/2020
  Stono Park Elementary School
  Charleston, SC
• 08/2019 → 01/2020
  Cannon Green
  Charleston, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-05-25
• S63 Uniform Securities Agent State Law Examination
  2022-05-06

Other Names

• Danielle Catherine Reimer
• Danielle Reimer