Franklin Coronado
STRATEGIC ADVISERS LLC | Financial Consultant
MILFORD, CT
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CRD#: 3101379
Professional summary
Franklin Coronado, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milford, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Franklin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Franklin has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 4 exams.
Biography
With over twenty years in the financial services, I take pride in getting to know what's important to my clients and work together to build a plan that can address their financial needs and concerns. Ultimately, my goal is to give them peace of mind and confidence that they are on track towards their financial goals.
Question & Answer
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.
OBA-16833|OrgNmn:Klyn Coronado|Org Addr:Englewood,New Jersey,US|OBA Nature:write & distribute music|Invst Rel:N|Title:songwriter/performer|Duties:write and perform music|StrtDt:10-26-20|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Franklin Coronado'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
St. Francis College
Bachelor of Arts (BA) - Communications
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
MILFORD, CT
Current
November 4, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
January 4, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
October 7, 2019 - October 8, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SCARSDALE, NY
Past
October 3, 2019 - October 8, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SCARSDALE, NY
Past
February 27, 2018 - September 11, 2019
TD AMERITRADE, INC.
RIA
CRD#: 7870
EDISON, NJ
Past
February 26, 2018 - September 11, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
EDISON, NJ
Past
February 26, 2018 - September 11, 2019
TD AMERITRADE, INC.
BD
CRD#: 7870
EDISON, NJ
Past
May 12, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
August 25, 2005 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
EDISON, NJ
Past
November 22, 2004 - August 25, 2005
TD AMERITRADE, INC.
RIA
CRD#: 7870
NEW YORK, NY
Past
September 8, 2004 - August 25, 2005
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
April 19, 1999 - October 16, 2003
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
January 8, 1999 - January 29, 1999
BLUESTONE CAPITAL CORP.
BD
CRD#: 13516
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".
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(11/17/2020)
RR
California(10/11/2021)
RR
Connecticut(11/5/2020)
IAR
Connecticut(3/31/2025)
RR
Delaware(5/17/2024)
RR
District of Columbia(10/15/2021)
RR
Florida(11/5/2020)
RR
Georgia(10/23/2023)
RR
Illinois(5/13/2022)
RR
Louisiana(5/9/2022)
RR
Maine(3/7/2022)
RR
Maryland(5/23/2023)
RR
Massachusetts(3/7/2022)
RR
Michigan(2/16/2021)
RR
Nevada(3/23/2022)
RR
New Hampshire(11/5/2020)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(11/4/2020)
IAR
New Jersey(3/31/2025)
RR
New York(11/4/2020)
IAR
New York(3/31/2025)
RR
North Carolina(11/5/2020)
RR
Pennsylvania(11/5/2020)
RR
Puerto Rico(6/8/2021)
RR
South Carolina(11/5/2020)
RR
Texas(2/22/2021)
IAR
Texas(3/31/2025)
RR
Virginia(4/12/2021)
RR
Washington(10/20/2021)
Exams
State Security Law Exam
State Security Law 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
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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
Financial ConsultantCRD#: 104555Milford, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
