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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Bedford, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Merrimack NH 02/2017 Present
Occupational Drug Testing, Llc Manchester NH 02/2011 10/2017
Vertical Challenge Manchester NH 02/2014 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 02/2011 → 10/2017
    Occupational Drug Testing, Llc
    Manchester, NH
  • 02/2014 → 02/2018
    Vertical Challenge
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-18
  • S66 Uniform Combined State Law Examination
    2018-10-18
Other Names
  • Danielle Marie Riley
  • Danielle Riley

View on SEC IAPD

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