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Daniel Kalmikov

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • 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
Hr Block Portland OR 08/2015 03/2018
Sherwin Williams Oregon City OR 04/2016 02/2018
Mt. Hood Community College Portland OR 09/2015 06/2017
Portland State University Portland OR 09/2017 06/2019
Rose City Cycles Portland OR 05/2013 12/2017
Ameriprise Financial Services, Llc West Linn OR 11/2019 08/2023
Empirical Wealth Management Portland OR 03/2019 11/2019
Fidelity Investments Tigard OR 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 03/2018
    Hr Block
    Portland, OR
  • 04/2016 → 02/2018
    Sherwin Williams
    Oregon City, OR
  • 09/2015 → 06/2017
    Mt. Hood Community College
    Portland, OR
  • 09/2017 → 06/2019
    Portland State University
    Portland, OR
  • 05/2013 → 12/2017
    Rose City Cycles
    Portland, OR
  • 11/2019 → 08/2023
    Ameriprise Financial Services, Llc
    West Linn, OR
  • 03/2019 → 11/2019
    Empirical Wealth Management
    Portland, OR
  • 08/2023 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-28
S63 Uniform Securities Agent State Law Examination 2018-07-02
  • S66 Uniform Combined State Law Examination
    2021-10-28
  • S63 Uniform Securities Agent State Law Examination
    2018-07-02
Other Names
  • Daniel Kalmikov
  • Daniel Andrei Kalmikov

View on SEC IAPD

Other Firms

EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

More in Tigard, OR

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