Daniel Demayo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Boston, MA • 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

Organization	City	State	From	To
Limani	Chestnut Hill	MA	06/2022	08/2022
Fidelity Investments	Smithfield	RI	12/2023	Present
Charles River Country Club	Newton	MA	05/2017	08/2019
Unemployed	Needham	MA	05/2023	11/2023
Needham Public Schools	Needham	MA	12/2013	06/2019
Villanova University	Villanova	PA	08/2019	05/2023
Clearedge Partners By Accenture	Needham	MA	12/2019	08/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2022 → 08/2022

Limani

Chestnut Hill, MA
12/2023 → Present

Fidelity Investments

Smithfield, RI
05/2017 → 08/2019

Charles River Country Club

Newton, MA
05/2023 → 11/2023

Unemployed

Needham, MA
12/2013 → 06/2019

Needham Public Schools

Needham, MA
08/2019 → 05/2023

Villanova University

Villanova, PA
12/2019 → 08/2021

Clearedge Partners By Accenture

Needham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-04-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-25

S66 Uniform Combined State Law Examination

2024-03-25

View on SEC IAPD

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