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Daniel Patrick Holzman

Strategic Advisers LLC

Ann Arbor, MI

Dexter, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Dexter, MI • 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
Interactive Brokers Llc Greenwich CT 10/2017 08/2020
Unemployed Hyannis MA 09/2016 09/2017
Charles Schwab & Co., Inc. Indianpolis IN 08/2020 05/2022
Fidelity Investments Ann Arbor MI 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 08/2020
    Interactive Brokers Llc
    Greenwich, CT
  • 09/2016 → 09/2017
    Unemployed
    Hyannis, MA
  • 08/2020 → 05/2022
    Charles Schwab & Co., Inc.
    Indianpolis, IN
  • 06/2022 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
  • 2022-01-10 → 2022-05-24
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-10
S63 Uniform Securities Agent State Law Examination 2021-04-21
  • S66 Uniform Combined State Law Examination
    2022-01-10
  • S63 Uniform Securities Agent State Law Examination
    2021-04-21
Other Names
  • Dan Holzman

View on SEC IAPD

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DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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