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Daniel Luptak

Strategic Advisers LLC

Ft. Lauderdale, FL

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Fort Lauderdale, FL • 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 Jacksonville FL 08/2022 Present
Florida Atlantic University Boca Raton FL 08/2019 08/2022
Broken Sound Country Club Boca Raton FL 05/2019 04/2022
Keiser University West Palm Beach FL 08/2018 05/2019
Palm Beach Virtual School West Palm Beach FL 08/2016 06/2018
Swift Stringing Boca Raton FL 10/2018 08/2022
Bartlett And Associates Boca Raton FL 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2019 → 08/2022
    Florida Atlantic University
    Boca Raton, FL
  • 05/2019 → 04/2022
    Broken Sound Country Club
    Boca Raton, FL
  • 08/2018 → 05/2019
    Keiser University
    West Palm Beach, FL
  • 08/2016 → 06/2018
    Palm Beach Virtual School
    West Palm Beach, FL
  • 10/2018 → 08/2022
    Swift Stringing
    Boca Raton, FL
  • 06/2018 → 08/2018
    Bartlett And Associates
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16
Other Names
  • Daniel Louis Luptak

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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