Daniel Keith

CRD 6133180 · Fidelity Brokerage Services LLC · Farmington, MI

IA RegisteredBroker

Also appears in the source record as: Daniel Allen Keith

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (28): Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Maine · Massachusetts · Michigan · Minnesota · Missouri · New Jersey · New York · North Carolina · Ohio · Oregon · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Clarkston, MI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Clarkston, MI · BD capacity

Mar 30, 2015 → present
Fidelity Brokerage Services LLCCurrent
Farmington, MI · BC capacity

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

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

Jun 8, 2015 → Jul 13, 2018
Morgan Stanley
IA capacity

May 27, 2014 → Mar 23, 2015
Morgan Stanley
BD capacity

Apr 25, 2014 → Mar 23, 2015
National Planning Corporation
BD capacity

Jan 17, 2013 → Apr 9, 2014

Source & corrections

Where this page comes from

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.