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Brett Daily

Strategic Advisers LLC

Harleysville, PA

CRD 6858663

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Harleysville, 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
The Vanguard Group, Inc. Malvern PA 09/2017 10/2021
Saint Joseph's University Philadelphia PA 01/2015 12/2016
Saint Joseph's University Philadelphia PA 08/2013 05/2017
Phoenixville Ymca Phoenixville PA 05/2017 08/2017
Fidelity Investments Merrimack NH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 10/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 01/2015 → 12/2016
    Saint Joseph's University
    Philadelphia, PA
  • 08/2013 → 05/2017
    Saint Joseph's University
    Philadelphia, PA
  • 05/2017 → 08/2017
    Phoenixville Ymca
    Phoenixville, PA
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-10-01 → 2021-11-08
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-19
S63 Uniform Securities Agent State Law Examination 2017-11-14
  • S66 Uniform Combined State Law Examination
    2019-09-19
  • S63 Uniform Securities Agent State Law Examination
    2017-11-14
Other Names
  • Brett Daily
  • Brett Matthew Daily

View on SEC IAPD

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