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Daniel Hauser

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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 Denver CO 12/2022 Present
University Of Denver Denver CO 01/2020 06/2022
University Of Otago Dunedin 06/2019 11/2019
Boston College Chestnut Hill MA 09/2017 05/2019
Yeti Denver CO 09/2022 12/2022
Cheddar'S Scratch Kitchen Aurora CO 09/2020 12/2020
Boston College Outdoor Adventures Program Chestnut Hill MA 06/2019 06/2019
Holderness School Plymouth NH 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Denver, CO
  • 01/2020 → 06/2022
    University Of Denver
    Denver, CO
  • 06/2019 → 11/2019
    University Of Otago
    Dunedin
  • 09/2017 → 05/2019
    Boston College
    Chestnut Hill, MA
  • 09/2022 → 12/2022
    Yeti
    Denver, CO
  • 09/2020 → 12/2020
    Cheddar'S Scratch Kitchen
    Aurora, CO
  • 06/2019 → 06/2019
    Boston College Outdoor Adventures Program
    Chestnut Hill, MA
  • 09/2013 → 06/2017
    Holderness School
    Plymouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Daniel James Hauser
  • Dan Hauser
  • Daniel J Hauser

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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