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Daniel Twomey

Strategic Advisers LLC

Westchester, IL

Highland Park, IL

Oak Brook, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Westchester, IL • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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 Investments Oakbrook IL 11/2023 Present
Northern Trust Chicago IL 09/2022 10/2023
Breakthru Beverage Cicero IL 06/2022 09/2022
Town Of Cicero Cicero IL 07/2015 06/2022
Nordstrom Oakbrook IL 11/2020 06/2021
Kroger Westmont IL 04/2019 04/2019
Morton High School District 201 Cicero IL 04/2017 08/2017
Proviso Mathematics And Science Academy Forest Park IL 08/2013 05/2017
Triton College River Grove IL 08/2017 06/2020
Depaul University Chicago IL 09/2020 06/2022
Mariano's Westmont IL 04/2019 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Oakbrook, IL
  • 09/2022 → 10/2023
    Northern Trust
    Chicago, IL
  • 06/2022 → 09/2022
    Breakthru Beverage
    Cicero, IL
  • 07/2015 → 06/2022
    Town Of Cicero
    Cicero, IL
  • 11/2020 → 06/2021
    Nordstrom
    Oakbrook, IL
  • 04/2019 → 04/2019
    Kroger
    Westmont, IL
  • 04/2017 → 08/2017
    Morton High School District 201
    Cicero, IL
  • 08/2013 → 05/2017
    Proviso Mathematics And Science Academy
    Forest Park, IL
  • 08/2017 → 06/2020
    Triton College
    River Grove, IL
  • 09/2020 → 06/2022
    Depaul University
    Chicago, IL
  • 04/2019 → 04/2019
    Mariano's
    Westmont, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Other Businesses

OBA-106760|OrgNmn:Town of Cicero|Org Addr:Cicero,Illinois,US|OBA Nature:Township located in Chicago Su|Invst Rel:N|Title:Event Coordinator|Duties:Event Setup for holiday/summer events & general clean up/maintenance around the town.|StrtDt:|TotHrs/mon:64|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-30
  • S66 Uniform Combined State Law Examination
    2024-01-30
Other Names
  • Daniel Michael Twomey
  • Daniel Twomey

View on SEC IAPD

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