Daniel Richardson

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

• 01/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2021 → 12/2021
  Dave's Fresh Marketplace
  Smithfield, RI
• 02/2020 → 12/2021
  Rhode Island College
  Chepachet, RI
• 05/2020 → 10/2020
  Rhode Island Department Of Environmental Management
  Glocester, RI
• 08/2019 → 12/2021
  Rhode Island College
  Providence, RI
• 05/2019 → 10/2019
  Rhode Island Department Of Environmental Management
  Glocester, RI
• 10/2018 → 05/2019
  Community College Of Rhode Island
  Warwick, RI
• 05/2018 → 10/2018
  Rhode Island Department Of Environmental Management
  Glocester, RI
• 01/2018 → 05/2018
  Bryant University
  Smithfield, RI
• 08/2017 → 12/2017
  University Of New England
  Biddeford, ME
• 05/2016 → 08/2017
  Rhode Island Department Of Environmental Management
  Glocester, RI
• 09/2016 → 04/2017
  Smithfield Y.M.C.A
  Smithfield, RI
• 03/2018 → 05/2018
  Smithfield Y.M.C.A
  Smithfield, RI
• 03/2018 → 05/2018
  Harmony Library
  Glocester, RI
• 05/2016 → 09/2016
  Rhode Island Department Of Environmental Management
  Glocester, RI
• 08/2013 → 06/2017
  Ponaganset High School
  North Scituate, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13
• S63 Uniform Securities Agent State Law Examination
  2022-05-09

Other Names

• Dan Richardson
• Daniel Erik Richardson