Daniel J. Decola
STRATEGIC ADVISERS LLC | Financial Consultant
CRANBERRY TOWNSHIP, PA
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CRD#: 5460531
Professional summary
Daniel J. Decola, CFP®, who also goes by Daniel J Decola, Daniel John Decola, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cranberry Township, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Cranberry Township, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I believe in building client relationships for the long term, guiding you through the stages of wealth accumulation and protection with a financial plan that inspires better futures for you and your family.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Daniel J Decola | Daniel John Decola
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel J. Decola's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Education
Slippery Rock University of PA
Bachelor of Business Administration - Management
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2060 Mackenzie Way, Cranberry Township, PA 16066RIA
CRD#: 104555
CRANBERRY TOWNSHIP, PA
Current
January 27, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2060 Mackenzie Way, Cranberry Township, PA 16066BD
CRD#: 7784
Cranberry Township, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CRANBERRY TOWNSHIP, PA
Past
May 17, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CRANBERRY TOWNSHIP, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/12/2021)
RR
California(3/25/2023)
RR
Florida(3/16/2015)
RR
Georgia(9/9/2022)
RR
Indiana(1/31/2024)
RR
Iowa(10/26/2020)
RR
Louisiana(9/30/2019)
RR
Michigan(9/10/2024)
RR
Missouri(9/30/2019)
RR
Nevada(9/30/2019)
RR
New Jersey(6/4/2021)
RR
New York(3/16/2015)
RR
North Carolina(5/16/2018)
RR
Ohio(3/16/2015)
RR
Pennsylvania(3/12/2015)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(5/15/2018)
RR
Tennessee(10/8/2021)
RR
Texas(9/21/2018)
IAR
Texas(3/31/2025)
RR
Virginia(5/15/2018)
RR
Washington(8/13/2024)
RR
West Virginia(3/16/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Cranberry Township, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
