Daniel J. Krzywda
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
MILTON, MA
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CRD#: 2670408
Professional summary
Daniel J Krzywda, CFP®, who also goes by Dan John Krzywda, Dan Krzywda, Daniel John Krzywda, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Daniel has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 6 exams.
Biography
As a Wealth Management Adviser, I help generations of families create a comprehensive set of personalized wealth strategies designed for the growth, preservation, and transfer of their wealth. I coordinate the input and involvement of a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan John Krzywda | Dan Krzywda | Daniel John Krzywda
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 Krzywda'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
Wesleyan University
Bachelor of Arts (BA) - Government
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 801 Boylston Street, Boston, MA 02116RIA
CRD#: 104555
MILTON, MA
Current
June 30, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 801 Boylston Street, Boston, MA 02116BD
CRD#: 7784
Boston, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
September 19, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
September 17, 2004 - June 13, 2005
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
February 25, 1998 - August 12, 2004
FIRST NEW YORK SECURITIES L.L.C.
BD
CRD#: 16362
NEW YORK, NY
Past
June 30, 1997 - July 14, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
January 31, 1996 - June 30, 1997
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
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
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(5/17/2013)
RR
California(10/2/2008)
RR
Colorado(1/3/2013)
RR
Connecticut(6/30/2005)
RR
Delaware(11/17/2020)
RR
District of Columbia(1/23/2012)
RR
Florida(6/30/2005)
RR
Georgia(1/23/2012)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(10/7/2011)
RR
Indiana(7/6/2015)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(6/30/2005)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(7/6/2015)
RR
Montana(7/6/2015)
RR
Nebraska(11/17/2020)
RR
Nevada(7/6/2015)
RR
New Hampshire(6/30/2005)
RR
New Jersey(1/23/2012)
RR
New Mexico(11/17/2020)
RR
New York(1/3/2006)
RR
North Carolina(1/24/2012)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(1/23/2012)
RR
Rhode Island(11/17/2020)
RR
South Carolina(1/3/2013)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virginia(11/17/2020)
RR
Washington(10/12/2011)
RR
West Virginia(11/17/2020)
RR
Wisconsin(12/6/2013)
RR
Wyoming(7/6/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/30/2000
Limited Representative-Equity Trader ExamGeneral 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
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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
Vice President Private Wealth Management AdvisorCRD#: 104555Milton, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
