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Daniel A Komdat

Strategic Advisers LLC

Greenville, DE

West Chester, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

West Chester, PA • 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 Wilmington DE 01/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → Present
    Fidelity Investments
    Wilmington, DE
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Greenville, DE
    West Chester, PA
  • 2015-11-11 → 2018-07-13
    Strategic Advisers Llc
    Greenville, DE
    West Chester, PA
Other Businesses

OBA-8677|OrgNmn:Rita's Water Ice Franchise|Org Addr:Hockessin,Delaware,US|OBA Nature:Selling water ice, frozen cust|Invst Rel:N|Title:Owner|Duties:Owner, silent partner. My wife will be conducting all day to day operations and oversight|StrtDt:01-01-16|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-18
  • S66 Uniform Combined State Law Examination
    2014-08-18
Other Names
  • Daniel Aaron Komdat

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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