Daniel P. Holzman

STRATEGIC ADVISERS LLC | Investment Consultant

DEXTER, MI

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CRD#: 6878396

Professional summary

Daniel Patrick Holzman, who also goes by Dan Holzman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dexter, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Ann Arbor, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Daniel has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Biography

I partner with my clients to understand their goals and work toward long-term strategies using Fidelity's resources. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Holzman

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Holzman'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

Education

University of Massachusetts

Bachelor of Arts (BA) - Economics

2017

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108

RIA

CRD#: 104555

DEXTER, MI

Current

July 5, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 500 E. Eisenhower Pkwy, Ste 100, Ann Arbor, MI 48108

CRD#: 7784

Ann Arbor, MI

Past

August 11, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ANN ARBOR, MI

Past

January 10, 2022 - May 24, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

September 24, 2020 - May 24, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Indianapolis, IN

Past

June 24, 2020 - September 10, 2020

INTERACTIVE BROKERS LLC

CRD#: 36418

GREENWICH, CT

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".

STRATEGIC ADVISERS LLC

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.

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

California
(1/4/2025)

Florida
(8/15/2022)

Georgia
(1/4/2025)

Indiana
(7/7/2023)

Iowa
(1/4/2025)

Massachusetts
(1/4/2025)

Michigan
(7/5/2022)

IAR

Michigan
(3/31/2025)

Minnesota
(1/4/2025)

Missouri
(1/4/2025)

New York
(1/4/2025)

Ohio
(7/5/2022)

Tennessee
(1/4/2025)

Texas
(1/4/2025)

IAR

Texas
(10/10/2025)

Virginia
(1/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/10/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Daniel P. Holzman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Holzman's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Massachusetts

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

INTERACTIVE BROKERS LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2022

Series 63

Date: 4/21/2021

Series 7TO

Date: 6/24/2020

SIE

Date: 2/21/2020

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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