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Eric A. Danner

Strategic Advisers LLC

West Des Moines, IA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

West Des Moines, IA • 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
Charles Schwab & Co., Inc. Des Moines IA 07/2016 08/2019
Charles Schwab Bank Des Moines IA 07/2016 08/2019
Brokers International Financial Services Urbandale IA 09/2019 06/2021
Legacy Financial Group Des Moines IA 09/2019 06/2021
Fidelity Investments Covington KY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 08/2019
    Charles Schwab & Co., Inc.
    Des Moines, IA
  • 07/2016 → 08/2019
    Charles Schwab Bank
    Des Moines, IA
  • 09/2019 → 06/2021
    Brokers International Financial Services
    Urbandale, IA
  • 09/2019 → 06/2021
    Legacy Financial Group
    Des Moines, IA
  • 06/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-116502|OrgNmn:US Soccer|Org Addr:West Des M,Iowa,US|OBA Nature:US Soccer referee|Invst Rel:N|Title:Referee|Duties:Referee games|StrtDt:12-09-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-12
S63 Uniform Securities Agent State Law Examination 2001-04-25
  • S66 Uniform Combined State Law Examination
    2007-11-12
  • S63 Uniform Securities Agent State Law Examination
    2001-04-25
Other Names
  • Eric Andrew Danner
  • Eric Danner

View on SEC IAPD

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