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Daniel Martin

Strategic Advisers LLC

Framingham, MA

Brookline, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Brookline, MA • 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
Eaton Vance Distributors, Inc. Boston MA 01/2018 01/2019
Northwestern Mutual Life New York City NY 09/2016 11/2016
Full-Time Education Canton NY 09/2013 05/2017
Lee Kennedy Construction Co. Quincy MA 06/2017 01/2018
Eaton Vance Distributors, Inc. Boston MA 01/2019 06/2023
Eaton Vance Management Boston MA 01/2019 06/2023
Fidelity Investments Framingham MA 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 01/2019
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 09/2016 → 11/2016
    Northwestern Mutual Life
    New York City, NY
  • 09/2013 → 05/2017
    Full-Time Education
    Canton, NY
  • 06/2017 → 01/2018
    Lee Kennedy Construction Co.
    Quincy, MA
  • 01/2019 → 06/2023
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 01/2019 → 06/2023
    Eaton Vance Management
    Boston, MA
  • 06/2023 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
  • 2018-12-06 → 2023-07-05
    Eaton Vance Management
    Boston, MA
Other Businesses

OBA-117905|OrgNmn:Killington Ski Club |Org Addr:Killington,Vermont,US|OBA Nature:Oversight Commitee role |Invst Rel:N|Title:Oversight committee position |Duties:Liaison between Killington Ski Club and Killington Mountain School providing support to Killington Ski Club athletes |StrtDt:04-08-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20
Other Names
  • Daniel Martin
  • Daniel Jeffrey Martin

View on SEC IAPD

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TIMOTHY JOSEPH KEANE
MATTHEW LITTLE
VINCENT PAUL GRIMALDI
Matthew Thomas Najemy
ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

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