Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Daniel Perry is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior experience includes roles at Minnesota Life Insurance Company, Securian Financial Services, Allied Wealth Partners, and Stockton University. Perry has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in research.