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Daniel Mcfarlane

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-30
TX RA APPROVED 2025-07-30
  • CO RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2025-07-30

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Enterprise Holdings Aurora CO 08/2020 12/2023
Fidelity Investments Greenwood Village CO 06/2025 Present
Colorado State University Fort Collins CO 08/2016 05/2020
Charles Scwhab Lone Tree CO 12/2023 05/2025
Big Five Sporting Goods Fort Collins CO 11/2018 05/2019
Papa Murphys Fort Collins CO 05/2019 08/2020
  • 08/2020 → 12/2023
    Enterprise Holdings
    Aurora, CO
  • 06/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2016 → 05/2020
    Colorado State University
    Fort Collins, CO
  • 12/2023 → 05/2025
    Charles Scwhab
    Lone Tree, CO
  • 11/2018 → 05/2019
    Big Five Sporting Goods
    Fort Collins, CO
  • 05/2019 → 08/2020
    Papa Murphys
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2024-04-10
Other Names
  • Dan Mcfarlane
  • Daniel Raynor Mcfarlane

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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