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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

DANIEL WIDRICH

Advisor at STRATEGIC ADVISERS LLC

WESTLAKE, TX | FORT WORTH, TX

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Search this name across graphsid dfx:ria:ca9c305a-e49f-b6be-b97b-7bc7ea18e2fd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 5, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 5, 2003
First registration: Apr 13, 2004
Dual registered: yes, broker-dealer
Other names: DANIEL MARTIN WIDRICH|DANIEL M. WIDRICH|DANIEL MARTIN WIDRICH|DANIEL M WIDRICH
IAPD individual key: 4564512

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	FORT WORTH, TX\|WESTLAKE, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 22, 2020	Mar 31, 2025	no	WESTLAKE, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 11, 2018	Jul 2, 2020	no	Southlake, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 11, 2018	Jul 2, 2020	no	Westlake, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 8, 2006	May 29, 2018	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|NEW YORK, NY	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 24, 2005	May 27, 2005	no	FT. LAUDERDALE, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 13, 2004	Oct 14, 2004	no	FTLAUDERDALE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 2, 2020	Jun 11, 2018	-752	Channel change	Other
TD AMERITRADE, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 2, 2020	Oct 22, 2020	112	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	May 29, 2018	Jun 11, 2018	13	Firm change	Wirehouse to RIA
SUNTRUST INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 27, 2005	Dec 8, 2006	560	Firm change after gap	Other
MORGAN STANLEY DW INC.	SUNTRUST INVESTMENT SERVICES, INC.	Oct 14, 2004	Jan 24, 2005	102	Firm change	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 22, 2020 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 11, 2018 to Jul 2, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 11, 2018 to Jul 2, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 8, 2006 to May 29, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 24, 2005 to May 27, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 13, 2004 to Oct 14, 2004factForm ADV

Dated events

No dated event names this entity yet.