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DR

Daniel P. Reece

STRATEGIC ADVISERS LLC
MERIDIAN, ID
Some features on this profile are disabled
CRD#: 5303137
DR

Professional summary

Daniel Paul Reece, who also goes by Daniel Paul Grace, Daniel P Reece, Daniel Paul Reece, Dan Reece, Daniel Reece, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Meridian, Idaho and FIDELITY BROKERAGE SERVICES LLC located in Boise, Idaho.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Daniel has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Paul Grace | Daniel P Reece | Daniel Paul Reece | Dan Reece | Daniel Reece

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.
OBA-118968|OrgNmn:Toxin Free Dad LLC|Org Addr:Meridian,Idaho,US|OBA Nature:Young Living distributor|Invst Rel:N|Title:Owner of the LLC|Duties:Bill payment and tax preparation.|StrtDt:08-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-118967|OrgNmn:12.2 Investment Management LLC|Org Addr:Meridian,Idaho,US|OBA Nature:Owns rental properties|Invst Rel:Y|Title:Owner|Duties:Pay bills and prep taxes. |StrtDt:10-17-20|TotHrs/mon:2|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Reece'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®
None

Experience

Current

June 2, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7940 West Rifleman St, Ste 140, Boise, ID 83704
RIA
CRD#: 104555
MERIDIAN, ID
Current

May 23, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7940 West Rifleman St, Ste 140, Boise, ID 83704
BD
CRD#: 7784
Boise, ID
Past

November 14, 2024 - April 21, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Caldwell, ID
Past

October 24, 2024 - April 21, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Caldwell, ID
Past

October 23, 2013 - May 13, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOISE, ID
Past

October 23, 2013 - May 13, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOISE, ID
Past

September 14, 2011 - October 3, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
EAGLE, ID
Past

September 14, 2011 - October 3, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EAGLE, ID
Past

December 17, 2007 - May 13, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BOISE, ID
Past

December 17, 2007 - May 13, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
BOISE, ID
Past

May 14, 2007 - August 14, 2007

EDWARD JONES

RIA
CRD#: 250
SAN JOSE, CA
Past

April 26, 2007 - August 14, 2007

EDWARD JONES

BD
CRD#: 250
SAN JOSE, 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
California
(8/15/2025)
RR
Idaho
(5/23/2025)
IAR
Idaho
(6/2/2025)
RR
Minnesota
(8/18/2025)
RR
Montana
(8/15/2025)
RR
Nevada
(8/15/2025)
RR
Oregon
(8/15/2025)
RR
Texas
(8/14/2025)
IAR
Texas
(8/14/2025)
RR
Utah
(8/15/2025)
RR
Washington
(8/15/2025)
RR
Wyoming
(8/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/24/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/14/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/7/2008
General Securities Sales Supervisor - Options Module 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#: 104555Meridian, ID

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