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Daniel M. Connelly

STRATEGIC ADVISERS LLC
NASHUA, NH
Some features on this profile are disabled
CRD#: 2842459
DC

Professional summary

Daniel Milton Connelly, CFP®, who also goes by Daniel M Connelly, Daniel Milton Connelly, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashua, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel M Connelly | Daniel Milton Connelly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 56232 | Org Name:Lyft | Org Addr:San Francisco, CA, US | Nature of Bus:Ride sharing | Invst Rel:N | Title:Driver | Duties:ride sharing | Start Dt:08/15/2018 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0 OAA#: 56307 | Org Name:Uber | Org Addr:San Farancisco, CA, US | Nature of Bus:ride sharing | Invst Rel:N | Title:driver | Duties:ride sharing | Start Dt:08/15/2018 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Milton Connelly's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: One Spartan Way, Merrimack, NH 03054
RIA
CRD#: 104555
NASHUA, NH
Current

December 11, 2014 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: One Spartan Way, Merrimack, NH 03054
BD
CRD#: 7784
Merrimack, NH
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

April 7, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

February 5, 2013 - November 20, 2013

MARINER

RIA
CRD#: 151664
BOSTON, MA
Past

November 20, 2012 - November 18, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
BOSTON, MA
Past

November 20, 2012 - November 18, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
BOSTON, MA
Past

August 20, 2008 - October 3, 2011

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 30, 2006 - July 29, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOSTON, MA
Past

February 6, 2006 - May 18, 2006

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 2, 1999 - October 27, 2005

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

March 6, 1997 - December 9, 1997

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(1/6/2016)
RR
Florida
(1/11/2016)
RR
Kentucky
(1/6/2016)
RR
Massachusetts
(1/8/2016)
RR
New Hampshire
(12/12/2014)
IAR
New Hampshire
(3/31/2025)
RR
North Carolina
(1/8/2016)
RR
Rhode Island
(4/21/2020)
RR
Texas
(1/8/2016)
IAR
Texas
(3/31/2025)
RR
Utah
(1/8/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/30/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Nashua, NH

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