Daniel Surette

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	San Diego	CA	03/2023	Present
Next Level Sailing	San Diego	CA	10/2022	03/2023
Pacific Beach Alehouse	San Diego	CA	09/2022	10/2022
Haverhill Police Department	Haverhill	MA	12/2019	08/2022
Total Deck Care	Haverhill	MA	08/2019	12/2019
Cedardale Groveland Day Camp And Outing Center	Groveland	MA	06/2013	08/2019
University Of Massachusetts Amherst	Amherst	MA	01/2017	05/2019
Hampton Police Department	Hampton	NH	03/2017	03/2019
Market Basket	Haverhill	MA	11/2011	05/2019
Mcgonagle Home Improvement	Haverhill	MA	06/2016	06/2019
University Of Massachusetts Amherst	Amherst	MA	09/2016	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

03/2023 → Present

Fidelity Investments

San Diego, CA
10/2022 → 03/2023

Next Level Sailing

San Diego, CA
09/2022 → 10/2022

Pacific Beach Alehouse

San Diego, CA
12/2019 → 08/2022

Haverhill Police Department

Haverhill, MA
08/2019 → 12/2019

Total Deck Care

Haverhill, MA
06/2013 → 08/2019

Cedardale Groveland Day Camp And Outing Center

Groveland, MA
01/2017 → 05/2019

University Of Massachusetts Amherst

Amherst, MA
03/2017 → 03/2019

Hampton Police Department

Hampton, NH
11/2011 → 05/2019

Market Basket

Haverhill, MA
06/2016 → 06/2019

Mcgonagle Home Improvement

Haverhill, MA
09/2016 → 05/2019

University Of Massachusetts Amherst

Amherst, MA
03/2025 → Present

Fidelity Investments

Boston, MA

2023-07-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-21

Other Firms