Danielle N. Hyatt
STRATEGIC ADVISERS LLC | Financial Consultant
LAKE WORTH, FL
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CRD#: 6980022
Professional summary
Danielle Nicole Hyatt, CFP®, who also goes by Danielle Nicole Hyatt, Danielle Nicole Peirce, Danielle Peirce, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Worth, Florida and FIDELITY BROKERAGE SERVICES LLC located in Boca Raton, Florida.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Danielle has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™ and Financial Consultant, I help clients strive towards a successful financial future. My passion is working closely with families to develop lifelong relationships to help them work towards their financial goals. My priority is to understand you and your family, as each family is unique, and integrate that into the way we pursue success.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Education Planning
Debt Management
Social Security Planning
Retirement Income Management
Life Transitions
Inheritance
Retirement Planning
Comprehensive Financial Planni...
Budgeting
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Danielle Nicole Hyatt | Danielle Nicole Peirce | Danielle Peirce
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 Nicole Hyatt'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®
CFP®
Start date: 2021
Education
Fordham University
Bachelor of Economics - Economics and Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1400 Glades Road Suite 180, Boca Raton, FL 33431-6457RIA
CRD#: 104555
LAKE WORTH, FL
Current
September 24, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1400 Glades Road, Suite 180, Boca Raton, FL 33431BD
CRD#: 7784
Boca Raton, FL
Past
August 29, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
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
Alaska(1/15/2025)
RR
California(3/29/2024)
RR
Colorado(3/27/2024)
RR
Connecticut(5/24/2024)
RR
Florida(11/6/2018)
IAR
Florida(3/31/2025)
RR
Illinois(2/12/2025)
RR
Maine(7/8/2022)
IAR
Maryland(3/31/2025)
RR
Massachusetts(1/12/2021)
RR
Michigan(2/12/2025)
RR
Missouri(1/17/2025)
RR
New Hampshire(2/12/2025)
RR
New Mexico(7/19/2024)
RR
New York(1/12/2021)
RR
North Carolina(6/4/2021)
RR
Oregon(7/21/2023)
RR
Pennsylvania(1/12/2021)
RR
Tennessee(10/17/2024)
RR
Texas(4/9/2021)
IAR
Texas(3/31/2025)
RR
Wisconsin(7/19/2024)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Lake Worth, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
