Daniel Luptak

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

• 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

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Daniel Louis Luptak