Dana Marie Downey

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

• 05/2018 → 10/2018
  Wyndham
  Myrtle Beach, SC
• 05/2022 → 05/2022
  Wicked Tuna
  Murrells Inlet, SC
• 09/2023 → 10/2023
  Stay At Home Mom
  Spartanburg, SC
• 10/2023 → 03/2024
  Chisholm Plumbing, Air, And Electric
  Greer, SC
• 05/2024 → 05/2024
  Fedex
  Spartanburg, SC
• 10/2018 → 06/2019
  Riptydz
  Myrtle Beach, SC
• 07/2022 → 09/2022
  Student/Moving
  Spartanburg, SC
• 06/2017 → 06/2020
  Beaver Bar
  Murrells Inlet, SC
• 07/2023 → 09/2023
  Tlc Motors
  Roebuck, SC
• 09/2022 → 06/2023
  Top Tier Solar Solutions
  Charolette, NC
• 05/2020 → 04/2022
  Ocean Front Bar And Grill
  Myrtle Beach, SC
• 05/2024 → 07/2024
  Stay At Home Mom
  Spartanburg, SC
• 06/2023 → 07/2023
  Stay At Home Mom
  Spartanburg, SC
• 06/2019 → 04/2021
  Co Sushi
  Myrtle Beach, SC
• 07/2024 → Present
  Fidelity Investments
  Greenville, SC
• 03/2024 → 05/2024
  Stay At Home Mom
  Spartanburg, SC
• 09/2023 → 09/2023
  Brown And Partner
  Greenville, SC
• 06/2022 → 07/2022
  Co Sushi
  Myrtle Beach, SC
• 05/2016 → 05/2018
  Carabbas Italian Grill
  Myrtle Beach, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenville, SC
  Spartanburg, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28

Other Names

• Dana M Downey
• Dana Marie Downey