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Daniel Nuri Cumming

Strategic Advisers LLC

Castle Rock, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Castle Rock, CO • 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
Colorado State University Athletics Fort Collins CO 02/2014 05/2017
Davinci Sign Systems Windsor CO 06/2016 05/2017
Lyft Fort Collins CO 04/2017 06/2017
T. Rowe Price Colorado Springs CO 06/2017 02/2019
Fidelity Brokerage Services Llc Greenwood Village CO 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 05/2017
    Colorado State University Athletics
    Fort Collins, CO
  • 06/2016 → 05/2017
    Davinci Sign Systems
    Windsor, CO
  • 04/2017 → 06/2017
    Lyft
    Fort Collins, CO
  • 06/2017 → 02/2019
    T. Rowe Price
    Colorado Springs, CO
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-07
S66 Uniform Combined State Law Examination 2020-01-31
  • S63 Uniform Securities Agent State Law Examination
    2024-12-07
  • S66 Uniform Combined State Law Examination
    2020-01-31
Other Names
  • Daniel Nuri Cumming
  • Daniel N Cumming

View on SEC IAPD

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JACKSON CREEK INVESTMENT ADVISORS LLC
CIM
FUTURE CAPITAL MANAGEMENT INC.
BRAND ASSET MANAGEMENT GROUP, INC.
FIDELIS WEALTH ADVISORS
EDWARD JONES
PFS INVESTMENTS INC.

Other Investors

STEFAN JACKSON
BRIAN THOMAS HARVEY
CHRISTOPHER SEAN MCQUILLAN
Benjamin Guillon
SHANE BRIAN CALLAHAN
JUSTIN LOUIS KOHNKE
CRAIG WILLIAM BROOKS
Joshua Ryan Bustos

Other Offices

JACKSON WEALTH MANAGEMENT, LLC · CASTLE ROCK, CO
JACKSON CREEK INVESTMENT ADVISORS LLC · CASTLE ROCK, CO
CIM · CASTLE ROCK, CO
FUTURE CAPITAL MANAGEMENT INC. · CASTLE ROCK, CO
BRAND ASSET MANAGEMENT GROUP, INC. · Castle Rock, CO
FIDELIS WEALTH ADVISORS · CASTLE ROCK, CO
EDWARD JONES · CASTLE ROCK, CO
PFS INVESTMENTS INC. · CASTLE ROCK, CO

More in Castle Rock, CO

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