DANIEL WIDRICH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-10-22 | 2025-03-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-06-11 | 2020-07-02 | — |
| TD AMERITRADE, INC. | 2018-06-11 | 2020-07-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-12-08 | 2018-05-29 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2005-01-24 | 2005-05-27 | — |
| MORGAN STANLEY DW INC. | 2004-04-13 | 2004-10-14 | — |