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Daniel E. Koester

Strategic Advisers LLC

Reston, VA

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-09
VA RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-10-09
  • VA RA
    APPROVED
    Since 2025-06-20

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Arlington, VA • 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
Kestra Financial Tx TX 06/2023 08/2023
James Madison University Harrisonburg VA 08/2022 06/2023
Bishop O'COnnell Highschool Arlington VA 08/2019 05/2020
Belmont Country Club Va VA 05/2021 08/2021
James Madison University Harrisonburg VA 08/2021 06/2022
James Madison Univeristy Harrisonburg VA 08/2020 05/2021
James Madison University Harrisonburg VA 08/2023 07/2024
Belmont Country Club Va VA 05/2020 08/2020
Fidelity Investments Reston VA 07/2024 Present
Lifetime Fitness Va VA 06/2022 08/2022
Skatequest Reston VA 05/2019 08/2019
Bishop O'COnnell Highschool Arlington VA 08/2018 05/2019
Skatequest Reston VA 05/2018 08/2018
Bishop O'COnnell Highschool Arlington VA 08/2017 05/2018
Skatequest Reston VA 05/2017 08/2017
Bishop O'COnnell Highschool Arlington VA 08/2016 05/2017
  • 06/2023 → 08/2023
    Kestra Financial
    Tx, TX
  • 08/2022 → 06/2023
    James Madison University
    Harrisonburg, VA
  • 08/2019 → 05/2020
    Bishop O'COnnell Highschool
    Arlington, VA
  • 05/2021 → 08/2021
    Belmont Country Club
    Va, VA
  • 08/2021 → 06/2022
    James Madison University
    Harrisonburg, VA
  • 08/2020 → 05/2021
    James Madison Univeristy
    Harrisonburg, VA
  • 08/2023 → 07/2024
    James Madison University
    Harrisonburg, VA
  • 05/2020 → 08/2020
    Belmont Country Club
    Va, VA
  • 07/2024 → Present
    Fidelity Investments
    Reston, VA
  • 06/2022 → 08/2022
    Lifetime Fitness
    Va, VA
  • 05/2019 → 08/2019
    Skatequest
    Reston, VA
  • 08/2018 → 05/2019
    Bishop O'COnnell Highschool
    Arlington, VA
  • 05/2018 → 08/2018
    Skatequest
    Reston, VA
  • 08/2017 → 05/2018
    Bishop O'COnnell Highschool
    Arlington, VA
  • 05/2017 → 08/2017
    Skatequest
    Reston, VA
  • 08/2016 → 05/2017
    Bishop O'COnnell Highschool
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16
Other Names
  • Daniel Edward Koester
  • Daniel E Koester

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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