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Daniel Lyman Murphy

Strategic Advisers LLC

Draper, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Draper, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Brokerage Services, Llc Salt Lake City UT 10/2007 01/2017
Advanced Md South Jordan UT 01/2017 04/2017
Adp Salt Lake City UT 06/2017 06/2018
Vertisource Hr Midvale UT 06/2018 01/2019
Fidelity Brokerage Services Salt Lake City UT 01/2019 11/2021
Stay At Home Dad Draper UT 11/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Salt Lake City UT 05/2022 Present
  • 10/2007 → 01/2017
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 01/2017 → 04/2017
    Advanced Md
    South Jordan, UT
  • 06/2017 → 06/2018
    Adp
    Salt Lake City, UT
  • 06/2018 → 01/2019
    Vertisource Hr
    Midvale, UT
  • 01/2019 → 11/2021
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 11/2021 → 05/2022
    Stay At Home Dad
    Draper, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
Previous Registrations
  • 2022-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-01-22 → 2021-11-24
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2013-06-04 → 2017-01-25
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-31
S63 Uniform Securities Agent State Law Examination 2008-01-10
  • S66 Uniform Combined State Law Examination
    2013-05-31
  • S63 Uniform Securities Agent State Law Examination
    2008-01-10
Other Names
  • Daniel Murphy
  • Daniel Lyman Murphy

View on SEC IAPD

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