Danielle M. Mulliner
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
RIVERTON, UT
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CRD#: 4781379
Professional summary
Danielle Marie Mulliner, who also goes by Danielle Marie Bivens, Danielle Marie Krueger, Danielle M Mulliner, Danielle Marie Mulliner, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Riverton, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Danielle has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Biography
I enjoy building relationships with clients and earning their trust to assist them with future needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danielle Marie Bivens | Danielle Marie Krueger | Danielle M Mulliner | Danielle Marie Mulliner
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Marie Mulliner's 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®
NoneEducation
Dixie State College of Utah
Associate Applied Science - Nursing
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
RIVERTON, UT
Current
January 22, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
April 9, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
October 13, 2015 - December 10, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Salt Lake City, UT
Past
October 13, 2015 - December 10, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SALT LAKE CITY, UT
Past
November 14, 2013 - August 14, 2015
MORGAN STANLEY
RIA
CRD#: 149777
SALT LAKE CITY, UT
Past
July 30, 2013 - August 14, 2015
MORGAN STANLEY
BD
CRD#: 149777
SALT LAKE CITY, UT
Past
August 3, 2006 - October 15, 2009
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
March 14, 2005 - February 16, 2006
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
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
Alabama(1/8/2018)
RR
Alaska(1/27/2016)
RR
Arizona(2/23/2016)
RR
Arkansas(1/28/2016)
RR
California(1/27/2016)
RR
Colorado(1/27/2016)
RR
Connecticut(1/28/2016)
RR
Delaware(3/30/2016)
RR
District of Columbia(1/28/2016)
RR
Florida(1/27/2016)
RR
Georgia(1/28/2016)
RR
Hawaii(1/27/2016)
RR
Idaho(1/27/2016)
RR
Illinois(1/27/2016)
RR
Indiana(1/27/2016)
RR
Iowa(1/27/2016)
RR
Kansas(2/11/2016)
RR
Kentucky(2/21/2022)
RR
Louisiana(1/29/2016)
RR
Maine(1/27/2016)
RR
Maryland(4/8/2016)
RR
Massachusetts(1/28/2016)
RR
Michigan(3/1/2016)
RR
Minnesota(1/27/2016)
RR
Mississippi(2/2/2016)
RR
Missouri(1/28/2016)
RR
Montana(3/4/2016)
RR
Nebraska(1/27/2016)
RR
Nevada(2/2/2016)
RR
New Hampshire(1/27/2016)
RR
New Jersey(1/27/2016)
RR
New Mexico(1/27/2016)
RR
New York(1/27/2016)
RR
North Carolina(1/27/2016)
RR
North Dakota(1/9/2017)
RR
Ohio(1/27/2016)
RR
Oklahoma(1/27/2016)
RR
Oregon(2/23/2022)
RR
Pennsylvania(1/27/2016)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(1/27/2016)
RR
South Carolina(1/27/2016)
RR
South Dakota(1/13/2017)
RR
Tennessee(1/10/2017)
RR
Texas(1/29/2016)
IAR
Texas(3/31/2025)
RR
Utah(1/22/2016)
IAR
Utah(3/31/2025)
RR
Vermont(1/29/2016)
RR
Virginia(1/27/2016)
RR
Washington(1/28/2016)
RR
West Virginia(2/3/2016)
RR
Wisconsin(1/28/2016)
RR
Wyoming(1/26/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Planning ConsultantCRD#: 104555Riverton, UTTRUST BUT VERIFY
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Contact information
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