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Danielle Cutler

Strategic Advisers LLC

Sandy, 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 2026-02-04
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sandy, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Td Ameritrade Draper UT 10/2014 06/2017
E*Trade Capital Management Llc Sandy UT 09/2017 12/2020
E*Trade Capital Management Llc Sandy UT 01/2021 01/2022
E*Trade Securities Llc Sandy UT 01/2022 09/2022
Morgan Stanley Sandy UT 10/2022 02/2023
Morgan Stanley Sandy UT 03/2023 08/2024
Fidelity Investments Salt Lake City UT 09/2024 Present
Unemployed Sandy UT 06/2017 09/2017
Morgan Stanley Sandy UT 03/2022 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 06/2017
    Td Ameritrade
    Draper, UT
  • 09/2017 → 12/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2021 → 01/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2022 → 09/2022
    E*Trade Securities Llc
    Sandy, UT
  • 10/2022 → 02/2023
    Morgan Stanley
    Sandy, UT
  • 03/2023 → 08/2024
    Morgan Stanley
    Sandy, UT
  • 09/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2017 → 09/2017
    Unemployed
    Sandy, UT
  • 03/2022 → 02/2023
    Morgan Stanley
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2023-04-03 → 2024-09-10
    Morgan Stanley
    Sandy, UT
  • 2017-09-15 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2014-11-14 → 2017-06-21
    Td Ameritrade, Inc.
    Draper, UT
    Draper, UT
    Omaha, NE
  • 2014-11-14 → 2017-06-21
    Td Ameritrade Investment Management, Llc
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-13
S63 Uniform Securities Agent State Law Examination 2014-06-07
  • S66 Uniform Combined State Law Examination
    2014-11-13
  • S63 Uniform Securities Agent State Law Examination
    2014-06-07
Other Names
  • Danielle Facer

View on SEC IAPD

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