RICHARD DANIEL EGAN is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-07-21 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2012-10-16 | 2013-08-02 | — |
| STRATEGIC ADVISERS LLC | 2010-04-19 | 2012-09-26 | — |