Daniel Connelly

CRD 2842459 · Fidelity Brokerage Services LLC · Merrimack, NH

IA RegisteredBroker

Also appears in the source record as: Daniel M Connelly; Daniel Milton Connelly

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 63Series 24SIESeries 7Series 6
Registered states (9): Colorado · Florida · Kentucky · Massachusetts · New Hampshire · North Carolina · Rhode Island · Texas · Utah
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2842459 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Merrimack, NH · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Nashua, NH · BD capacity

Dec 11, 2014 → present
Fidelity Brokerage Services LLCCurrent
Merrimack, NH · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Apr 7, 2016 → Jul 13, 2018
Baystate Wealth Management
IA capacity

Feb 5, 2013 → Nov 20, 2013
New England Securities
BD capacity

Nov 20, 2012 → Nov 18, 2013
New England Securities Corporation
IA capacity

Nov 20, 2012 → Nov 18, 2013
National Financial Services LLC
BD capacity

Aug 20, 2008 → Oct 3, 2011
Bear, Stearns & Co. Inc.
BD capacity

May 30, 2006 → Jul 29, 2008
Hartford Equity Sales Company Inc.
BD capacity

Feb 6, 2006 → May 18, 2006
State Street Global Markets, LLC
BD capacity

Mar 2, 1999 → Oct 27, 2005
First Data Distributors, Inc.
BD capacity

Mar 6, 1997 → Dec 9, 1997

Source & corrections

Where this page comes from

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