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Daisy Guzman

Strategic Advisers LLC

Washington, DC

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-29
TX RA APPROVED 2026-05-27
  • DC RA
    APPROVED
    Since 2026-05-29
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

Washington, DC • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Mi Cocina Southlake TX 10/2018 01/2019
Central Market Southlake TX 05/2018 05/2018
Fidelity Investments Westlake TX 08/2022 07/2024
Nation Star Copell TX 06/2020 07/2022
Unemployed Dallas TX 07/2017 05/2018
Gartner Las Colinas TX 05/2019 11/2019
Texas Roadhouse Mesquite TX 05/2018 08/2018
Fiducient Advisors Washington DC 07/2024 03/2026
Unemployed Dallas TX 08/2018 10/2018
Fidelity Investments Washington DC 03/2026 Present
Dillards Denton TX 12/2019 04/2020
Unemployed Dallas TX 02/2012 02/2017
Bone Daddys Addison TX 01/2019 05/2020
Whataburger Seagoville TX 03/2017 07/2017
  • 10/2018 → 01/2019
    Mi Cocina
    Southlake, TX
  • 05/2018 → 05/2018
    Central Market
    Southlake, TX
  • 08/2022 → 07/2024
    Fidelity Investments
    Westlake, TX
  • 06/2020 → 07/2022
    Nation Star
    Copell, TX
  • 07/2017 → 05/2018
    Unemployed
    Dallas, TX
  • 05/2019 → 11/2019
    Gartner
    Las Colinas, TX
  • 05/2018 → 08/2018
    Texas Roadhouse
    Mesquite, TX
  • 07/2024 → 03/2026
    Fiducient Advisors
    Washington, DC
  • 08/2018 → 10/2018
    Unemployed
    Dallas, TX
  • 03/2026 → Present
    Fidelity Investments
    Washington, DC
  • 12/2019 → 04/2020
    Dillards
    Denton, TX
  • 02/2012 → 02/2017
    Unemployed
    Dallas, TX
  • 01/2019 → 05/2020
    Bone Daddys
    Addison, TX
  • 03/2017 → 07/2017
    Whataburger
    Seagoville, TX
Previous Registrations
  • 2023-05-23 → 2024-07-12
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16
Other Names
  • Daisy Guzman
  • Daisy Guzmanhernandez

View on SEC IAPD

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