Daniel T. Kichline
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
GLADWYNE, PA
Some features on this profile are disabled
CRD#: 2871269
Professional summary
Daniel Templeton Kichline, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Gladwyne, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Philadelphia, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
For more than 25 years I have assisted clients in building financial plans that address who they are and where they want to go. When a solid plan has been implemented, I truly believe the journey can then be enjoyed.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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 Templeton Kichline'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: 2009
Education
Villanova University
Master of Arts - History
2007
Saint Joseph's University
Master of Business Administration (MBA) - Finance
2003
West Chester University
Master of Science - Criminal Justice
1995
Old Dominion University
Bachelor of Science (BS) - Sports Management
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998RIA
CRD#: 104555
GLADWYNE, PA
Current
April 11, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103BD
CRD#: 7784
Philadelphia, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PHILADELPHIA, PA
Past
June 26, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PHILADELPHIA, PA
Past
February 10, 2006 - March 31, 2006
WADDELL & REED
BD
CRD#: 866
CHADD'S FORD, PA
Past
November 3, 2000 - February 9, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WEST CONSHOHOCKEN, PA
Past
May 19, 1997 - November 16, 2000
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
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(7/27/2023)
RR
Arkansas(9/12/2022)
RR
California(4/19/2010)
RR
Colorado(1/4/2010)
RR
Connecticut(11/20/2012)
RR
Delaware(4/11/2006)
RR
District of Columbia(4/19/2010)
RR
Florida(4/11/2006)
RR
Georgia(6/10/2010)
RR
Hawaii(3/14/2022)
RR
Idaho(1/4/2019)
RR
Illinois(1/23/2014)
RR
Iowa(9/9/2022)
RR
Maine(10/1/2024)
RR
Maryland(5/31/2011)
RR
Massachusetts(4/19/2010)
RR
Minnesota(4/10/2024)
RR
Missouri(3/1/2024)
RR
Nebraska(9/12/2025)
RR
Nevada(4/23/2020)
RR
New Hampshire(10/13/2016)
RR
New Jersey(4/11/2006)
RR
New Mexico(4/23/2020)
RR
New York(4/11/2006)
RR
North Carolina(11/20/2012)
RR
Ohio(3/20/2017)
RR
Oregon(2/23/2015)
RR
Pennsylvania(4/11/2006)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(4/23/2020)
RR
South Carolina(4/14/2008)
RR
Tennessee(5/9/2022)
RR
Texas(1/4/2010)
IAR
Texas(3/31/2025)
RR
Vermont(1/6/2023)
RR
Virgin Islands(4/2/2025)
RR
Virginia(12/16/2008)
RR
Washington(1/3/2020)
RR
Wisconsin(4/23/2020)
RR
Wyoming(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 104555Gladwyne, PATRUST BUT VERIFY
Monitor Daniel Kichline
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
