Anna Daly

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Fidelity Investments
  Scottsdale, AZ
• 10/2022 → 12/2023
  Integrity Express Logistics
  Scottsdale, AZ
• 12/2021 → 08/2022
  The Mexicano
  Phoenix, AZ
• 07/2021 → 04/2022
  Jess Salon
  Gilbert, AZ
• 01/2019 → 05/2021
  Kompo Dba: Compassionate Care Of Az
  Taylor, AZ
• 08/2017 → 12/2018
  Ruths Chris Steak House
  Knoxville, TN
• 07/2017 → 10/2017
  Texas Roadhouse
  Knoxville, TN
• 07/2018 → 12/2018
  Blackhorse Brewery
  Knoxville, TN
• 08/2013 → 05/2017
  Applebee's
  Avon, OH
• 08/2015 → 12/2018
  Kent State
  Kent, OH
• 05/2019 → 08/2020
  Aveda Institute Phx
  Tempe, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paradise Valley, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16

Other Names

• Anna Michaela Daly