Daniel Addison Hicks

Strategic Advisers LLC

Eagle Mountain, UT

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Eagle Mountain, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Investments	Salt Lake City	UT	04/2024	Present
Homie	South Jordan	UT	07/2017	12/2022
Sykes Enterprises Inc.	Provo	UT	08/2016	07/2017
Belong Home Inc.	Coral Gables	FL	12/2022	03/2024
Fidelity Investments	Boston	MA	03/2025	Present

04/2024 → Present

Fidelity Investments

Salt Lake City, UT
07/2017 → 12/2022

Homie

South Jordan, UT
08/2016 → 07/2017

Sykes Enterprises Inc.

Provo, UT
12/2022 → 03/2024

Belong Home Inc.

Coral Gables, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Payson, UT

Other Businesses

OBA-108853|OrgNmn:Stratus Real Estate Solutions (Referral)|Org Addr:Salt Lake ,Utah,US|OBA Nature:Real Estate Brokerage|Invst Rel:Y|Title:Independent Contractor|Duties:Will need to renew license in 2 years with completed CE courses. |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-25

S66 Uniform Combined State Law Examination

2024-07-25

Other Names

Daniel A Hicks
Daniel Hicks

View on SEC IAPD

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