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Daniel R. Burkley

Strategic Advisers LLC

Jacksonville, FL

St. Augustine, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. Augustine, FL • 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
Fidelity Brokerage Services Llc Jacksonville FL 12/2017 Present
Atlantic Coast Bank Jacksonville FL 07/2017 12/2017
Engine 15 Brewing Co. Jacksonville FL 11/2016 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2017 → 12/2017
    Atlantic Coast Bank
    Jacksonville, FL
  • 11/2016 → 07/2017
    Engine 15 Brewing Co.
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-17
S63 Uniform Securities Agent State Law Examination 2018-01-18
  • S66 Uniform Combined State Law Examination
    2019-05-17
  • S63 Uniform Securities Agent State Law Examination
    2018-01-18
Other Names
  • Daniel Robert Burkley
  • Daniel Burkley

View on SEC IAPD

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Other Offices

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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