Antonio E. Dallaris

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

NORTH BELLMORE, NY

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CRD#: 2193978

Professional summary

Antonio Emanuel Dallaris, CFP®, who also goes by Antonio Emanuel Dallaris, Antonio Emmanuel Dallaris, Tony Dallaris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Bellmore, New York and FIDELITY BROKERAGE SERVICES LLC located in Garden City, New York.

Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Antonio has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 25, Series 7 and Series 24 exams.

Biography

I have worked with clients and their families in financial services for over 31 years. I have a true passion for Wealth Planning, and take pride in helping clients work towards their financial goals. Fidelity is a trusted brand in the financial services industry since 1946. 

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Antonio Emanuel Dallaris | Antonio Emmanuel Dallaris | Tony Dallaris

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antonio Emanuel Dallaris's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Education

Syracuse University

Bachelor of Science (BS) - Finance

1993

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1130 Franklin Avenue, Garden City, NY 11530

RIA

CRD#: 104555

NORTH BELLMORE, NY

Current

September 2, 2010 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1130 Franklin Avenue, Garden City, NY 11530

CRD#: 7784

Garden City, NY

Past

July 8, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GARDEN CITY, NY

Past

September 8, 2008 - August 12, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GARDEN CITY, NY

Past

May 1, 2001 - August 14, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

July 6, 1999 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Past

December 10, 1996 - July 13, 1999

BNY CLEARING SERVICES LLC

CRD#: 15879

MILWAUKEE, WI

Past

July 27, 1995 - October 16, 1996

ROSENBLATT SECURITIES INC.

CRD#: 18377

NEW YORK, NY

Past

July 12, 1994 - April 17, 1995

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 19, 1993 - May 24, 1994

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

July 31, 1993 - October 29, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 23, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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".

STRATEGIC ADVISERS LLC

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.

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

California
(3/12/2021)

Colorado
(3/4/2022)

Connecticut
(8/13/2021)

Florida
(9/2/2010)

Georgia
(8/8/2020)

Kentucky
(7/25/2023)

Maryland
(2/13/2020)

Massachusetts
(9/13/2018)

Michigan
(11/4/2024)

New Hampshire
(12/16/2020)

New Jersey
(9/2/2010)

New York
(9/2/2010)

IAR

New York
(3/31/2025)

North Carolina
(7/2/2021)

Ohio
(8/6/2018)

Pennsylvania
(1/2/2013)

South Carolina
(7/5/2022)

Vermont
(9/28/2022)

Virginia
(1/6/2020)

Washington
(7/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 7/15/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 25

Date: 11/10/1999

NYSE Trading Assistant Examination

General Industry/Product Exam

Series 7

Date: 12/20/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/15/2008

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Antonio E. Dallaris

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antonio Emanuel Dallaris's CRS (Customer Relationship Summary).

Certified licenses

Education

Syracuse University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MSI FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES INC.

JPMSI

BNY CLEARING SERVICES LLC

ROSENBLATT SECURITIES INC.

MORGAN STANLEY & CO. LLC

H.J. MEYERS & CO., INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/1992

Series 63

Date: 1/10/1992

SIE

Date: 10/1/2018

Series 55

Date: 7/15/2004

Series 25

Date: 11/10/1999

Series 7

Date: 12/20/1991

Series 24

Date: 5/15/2008

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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