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Daniel Hassall

Strategic Advisers LLC

Covington, KY

Union, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Union, KY • 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 Covington KY 05/2023 Present
Central Bank & Trust Co Lexington KY 06/2018 02/2023
Eastern Kentucky University Office Of Academic & Career Services Richmond KY 01/2016 05/2018
Target Lexington KY 05/2017 05/2018
Eastern Kentucky University Richmond KY 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 06/2018 → 02/2023
    Central Bank & Trust Co
    Lexington, KY
  • 01/2016 → 05/2018
    Eastern Kentucky University Office Of Academic & Career Services
    Richmond, KY
  • 05/2017 → 05/2018
    Target
    Lexington, KY
  • 08/2014 → 05/2018
    Eastern Kentucky University
    Richmond, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-03
S63 Uniform Securities Agent State Law Examination 2023-09-14
  • S66 Uniform Combined State Law Examination
    2024-06-03
  • S63 Uniform Securities Agent State Law Examination
    2023-09-14
Other Names
  • Daniel Joseph Hassall

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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