Donald A. Canade
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MASSAPEQUA, NY
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CRD#: 2540434
Professional summary
Donald A Canade, CFP®, who also goes by Donald Anthony Canade, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Massapequa, New York and FIDELITY BROKERAGE SERVICES LLC located in Plainview, New York.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Donald has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Biography
For many years I have helped clients and their families, make suitable investment and retirement plans. As a CFP®, I believe that Fidelity is truly a wonderful platform to accommodate a thorough approach for long-term financial planning.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Anthony Canade
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 Donald A Canade'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®
Education
Marist College
BS - Business Administration
1989
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1551 Old Country Rd, Plainview, NY 11803-5014RIA
CRD#: 104555
MASSAPEQUA, NY
Current
July 20, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1551 Old Country Road, Plainview, NY 11803BD
CRD#: 7784
Plainview, NY
Past
July 14, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PLAINVIEW, NY
Past
April 22, 1998 - March 20, 2001
FIRST COLONIAL SECURITIES
BD
CRD#: 25121
BOCA RATON, FL
Past
January 31, 1997 - January 30, 1998
NICHOLS, SAFINA, LERNER & CO. INC.
BD
CRD#: 35476
NEW YORK, NY
Past
June 8, 1995 - January 31, 1997
TUSCANY EQUITY MANAGEMENT CORPORATI0N
BD
CRD#: 20016
DEERFIELD BEACH, FL
Past
February 22, 1995 - February 23, 1995
HANOVER, STERLING & COMPANY LTD.
BD
CRD#: 15491
NEW YORK, NY
Past
February 22, 1995 - June 9, 1995
JOSEPH ROBERTS & CO., INC.
BD
CRD#: 15971
POMPANO BEACH, FL
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
California(11/19/2013)
RR
Colorado(12/19/2013)
RR
Connecticut(7/27/2001)
RR
District of Columbia(10/15/2020)
RR
Florida(7/23/2001)
RR
Illinois(3/13/2013)
RR
Louisiana(4/16/2024)
RR
Maine(1/6/2020)
RR
Maryland(1/6/2020)
RR
Massachusetts(12/10/2013)
RR
New Jersey(7/26/2001)
RR
New York(7/27/2001)
IAR
New York(3/31/2025)
RR
Ohio(9/29/2023)
RR
Pennsylvania(3/14/2013)
RR
Rhode Island(1/5/2015)
RR
South Carolina(4/3/2013)
RR
Texas(1/7/2020)
IAR
Texas(3/31/2025)
RR
Vermont(11/26/2025)
RR
Virginia(3/13/2013)
RR
Washington(1/6/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Massapequa, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
