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Olivia Amaya Daley

Strategic Advisers LLC

Westlake, TX

Lewisville, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Lewisville, 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
Fidelity Investments Westlake TX 04/2022 Present
Peloton Grand Prairie TX 07/2020 04/2022
Doordash Missouri City TX 04/2019 06/2020
Chipotle Denton TX 05/2019 09/2019
Buffalo Wild Wings Plano TX 11/2018 01/2019
Victoria's Secret Plano TX 05/2018 08/2018
Victoria's Secret Honolulu HI 02/2018 05/2018
Target Frisco TX 06/2017 08/2017
Panera Bread Euless TX 06/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2020 → 04/2022
    Peloton
    Grand Prairie, TX
  • 04/2019 → 06/2020
    Doordash
    Missouri City, TX
  • 05/2019 → 09/2019
    Chipotle
    Denton, TX
  • 11/2018 → 01/2019
    Buffalo Wild Wings
    Plano, TX
  • 05/2018 → 08/2018
    Victoria's Secret
    Plano, TX
  • 02/2018 → 05/2018
    Victoria's Secret
    Honolulu, HI
  • 06/2017 → 08/2017
    Target
    Frisco, TX
  • 06/2016 → 08/2018
    Panera Bread
    Euless, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06
Other Names
  • Olivia Amaya Daley
  • Maya Daley
  • Olivia Daley

View on SEC IAPD

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ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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