Daniel Robert Banks

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2016
  Dominos
  Bowling Green, KY
• 12/2016 → 01/2017
  Randstad
  Alcoa, TN
• 08/2013 → 05/2017
  Western Kentucky University
  Bowling Green, KY
• 07/2017 → 09/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2019 → Present
  Fidelity Brokerage Services Llc
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-11-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-15
• S63 Uniform Securities Agent State Law Examination
  2017-08-28

Designations

• Certified Financial Planner

Other Names

• Dan Robert Banks
• Daniel Banks
• Daniel Robert Banks