Daniel W. Papadatos
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel W. Papadatos, CFP®, who also goes by Daniel W Papadatos, Daniel Walter Papadatos Jr, Daniel Walter Papadatos, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1999. Daniel had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 4, Series 24, Series 9 and Series 10 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Education
University of Dallas
MBA Finance - Finance
2009
Elon University
Bachelor of Arts (BA) - Business and Psychology
1998
Experience
March 31, 2025 - April 16, 2026
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 29, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
March 23, 2007 - April 16, 2026
FIDELITY BROKERAGE SERVICES LLC
February 14, 2006 - March 12, 2007
TD AMERITRADE, INC.
January 25, 2006 - February 15, 2006
TD AMERITRADE CLEARING, INC.
March 31, 2000 - January 4, 2006
BROWNCO, LLC
July 29, 1999 - March 27, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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, Executive Planning ConsultantCRD#: 104555TRUST BUT VERIFY
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