DC
Danielle Cutler
STRATEGIC ADVISERS LLC
SANDY, UT
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CRD#: 6177820
DC
Professional summary
Danielle Cutler, who also goes by Danielle Facer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sandy, 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 2014. Danielle has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danielle Facer
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.
1. Instagram
2. Investment Related: No
3. (Personal Address)
4. Fashion/Personal Blog
5. Personal Instagram Page
6. 08/17/2014
7. Hours devoted to business: 20
8. Hours devoted during Securities business: 0
9. I have an instagram page- the Dani Channel. It is a fashion/personal page where I have been contacted by fashion companies to collaborate. They have offered to send me free product, i.e. clothes, watch, jewelry at a discount or for free and I pay for shipping, In return I would feature their product on my page and offer a link to purchase at a discount to my followers. I have not been offered any cash compensation at this point, just occasional free or
discounted product.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Cutler'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 279 West South Temple, Salt Lake City,, UT 84101RIA
CRD#: 104555
SANDY, UT
Current
October 17, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 279 West South Temple, Salt Lake City, UT 84104BD
CRD#: 7784
Salt Lake City, UT
Past
October 30, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
April 3, 2023 - September 10, 2024
MORGAN STANLEY
RIA
CRD#: 149777
Sandy, UT
Past
December 19, 2022 - September 10, 2024
MORGAN STANLEY
BD
CRD#: 149777
Sandy, UT
Past
September 15, 2017 - September 5, 2023
HARRISDIRECT LLC
RIA
CRD#: 42159
Sandy, UT
Past
September 12, 2017 - September 5, 2023
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
November 14, 2014 - June 21, 2017
TD AMERITRADE, INC.
RIA
CRD#: 7870
Draper, UT
Past
November 14, 2014 - June 21, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
DRAPER, UT
Past
October 31, 2014 - June 21, 2017
TD AMERITRADE, INC.
BD
CRD#: 7870
DRAPER, UT
Past
March 28, 2014 - October 14, 2014
D.A. DAVIDSON & CO.
BD
CRD#: 199
MIDVALE, UT
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
Arizona(12/12/2024)
RR
California(2/11/2025)
RR
Colorado(2/11/2025)
RR
Florida(6/27/2025)
RR
Georgia(4/7/2025)
RR
Idaho(12/12/2024)
RR
Maryland(8/12/2025)
RR
Massachusetts(7/3/2025)
RR
Michigan(4/17/2025)
RR
Mississippi(10/16/2025)
RR
Montana(2/11/2025)
RR
Nevada(12/12/2024)
RR
New Mexico(2/11/2025)
RR
New York(5/15/2025)
RR
North Carolina(3/19/2025)
RR
Ohio(4/14/2025)
RR
Oregon(2/11/2025)
RR
Tennessee(5/23/2025)
RR
Texas(12/12/2024)
RR
Utah(10/23/2024)
IAR
Utah(3/31/2025)
RR
Virginia(3/28/2025)
RR
Washington(2/11/2025)
RR
Wyoming(12/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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.
