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Daniel Cormier

Strategic Advisers LLC

Jacksonville, FL

Fleming Island, 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 2025-12-11
TX RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2025-12-11
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Fleming Island, 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
United States Coast Guard Washington D.C. DC 04/2016 12/2022
Fidelity Investments Smithfield RI 01/2023 Present
  • 04/2016 → 12/2022
    United States Coast Guard
    Washington D.C., DC
  • 01/2023 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2023-06-01
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2023-06-01
Other Names
  • Daniel Joseph Cormier
  • Dan Cormier
  • Daniel Cormier

View on SEC IAPD

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