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Daniel Kingma

Strategic Advisers LLC

Nashville, TN

Nashville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
TN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-15
  • TN RA
    APPROVED
    Since 2025-03-31

Branch Locations

1610 West End Avenue Suite 103, Nashville, TN 37203-3225 • United States

Nashville, TN • 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
University Of Washington Seattle WA 06/2014 06/2018
Pacific Capital Resource Group Bellevue WA 05/2018 05/2019
Hornor, Townsend & Kent, Inc. Horsham PA 05/2018 05/2019
Charles Schwab & Co., Inc. Seattle WA 06/2019 03/2021
Charles Schwab Bank Seattle WA 06/2019 03/2021
Fidelity Investments Redmond WA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 05/2018 → 05/2019
    Pacific Capital Resource Group
    Bellevue, WA
  • 05/2018 → 05/2019
    Hornor, Townsend & Kent, Inc.
    Horsham, PA
  • 06/2019 → 03/2021
    Charles Schwab & Co., Inc.
    Seattle, WA
  • 06/2019 → 03/2021
    Charles Schwab Bank
    Seattle, WA
  • 03/2021 → Present
    Fidelity Investments
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-02
  • S66 Uniform Combined State Law Examination
    2018-07-02
Designations
Other Names
  • Dan Kingma
  • Daniel Kingma
  • Daniel James Kingma

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
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