Daniel W. Papadatos
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
CRESTED BUTTE, CO
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CRD#: 3204432
Professional summary
Daniel W. Papadatos, CFP®, who also goes by Daniel W Papadatos, Daniel Walter Papadatos Jr, Daniel Walter Papadatos, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Crested Butte, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Lone Tree, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Daniel has 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
I help my clients tell their personal story, confidently continue their financial journey, and visualize their future plans. With over 20 years of experience I understand the impacts of our financial systems on my clients and partner with them to navigate this world and help provide peace of mind so they can pursue living the kind of life they want to live.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel W Papadatos | Daniel Walter Papadatos Jr | Daniel Walter Papadatos
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-120861|OrgNmn:Pristine Point HOA |Org Addr:Crested Bu,Colorado,US|OBA Nature:HOA |Invst Rel:N|Title:Secretary |Duties:Join HOA meetings |StrtDt:07-22-24|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel W. Papadatos'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
University of Dallas
MBA Finance - Finance
2009
Elon University
Bachelor of Arts (BA) - Business and Psychology
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 9185 East Westview Road, Lone Tree, CO 80124RIA
CRD#: 104555
CRESTED BUTTE, CO
Current
March 23, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 9185 East Westview Road, Lone Tree, CO 80124BD
CRD#: 7784
LONE TREE, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LONE TREE, CO
Past
January 29, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
February 14, 2006 - March 12, 2007
TD AMERITRADE, INC.
BD
CRD#: 7870
FORT WORTH, TX
Past
January 25, 2006 - February 15, 2006
TD AMERITRADE CLEARING, INC.
BD
CRD#: 5633
OMAHA, NE
Past
March 31, 2000 - January 4, 2006
BROWNCO, LLC
BD
CRD#: 1326
BOSTON, MA
Past
July 29, 1999 - March 27, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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(7/8/2022)
RR
Alaska(2/14/2023)
RR
Arizona(10/25/2013)
RR
Arkansas(2/14/2023)
RR
California(10/2/2013)
IAR
California(3/31/2025)
RR
Colorado(10/2/2013)
IAR
Colorado(3/31/2025)
RR
Connecticut(10/2/2013)
RR
Delaware(7/8/2022)
RR
District of Columbia(10/2/2013)
RR
Florida(10/2/2013)
IAR
Florida(3/31/2025)
RR
Georgia(10/25/2013)
RR
Hawaii(7/8/2022)
RR
Idaho(3/23/2017)
RR
Illinois(10/25/2013)
RR
Indiana(10/25/2013)
RR
Iowa(5/6/2022)
RR
Kansas(3/23/2017)
RR
Kentucky(3/23/2017)
RR
Louisiana(7/8/2022)
RR
Maine(3/23/2017)
RR
Maryland(10/2/2013)
RR
Massachusetts(10/25/2013)
RR
Michigan(10/25/2013)
RR
Minnesota(10/25/2013)
RR
Mississippi(10/25/2013)
RR
Missouri(3/23/2017)
IAR
Missouri(3/31/2025)
RR
Montana(3/23/2017)
IAR
Montana(3/31/2025)
RR
Nebraska(3/23/2017)
RR
Nevada(3/23/2017)
RR
New Hampshire(10/25/2013)
RR
New Jersey(10/2/2013)
RR
New Mexico(1/15/2009)
RR
New York(10/2/2013)
RR
North Carolina(10/28/2013)
RR
North Dakota(2/14/2023)
RR
Ohio(1/13/2015)
RR
Oklahoma(1/15/2009)
RR
Oregon(10/25/2013)
RR
Pennsylvania(10/2/2013)
RR
Puerto Rico(2/14/2023)
RR
Rhode Island(7/8/2022)
RR
South Carolina(3/23/2017)
RR
South Dakota(2/14/2023)
RR
Tennessee(10/25/2013)
RR
Texas(3/23/2007)
IAR
Texas(3/31/2025)
RR
Utah(10/25/2013)
RR
Vermont(7/8/2022)
RR
Virgin Islands(2/14/2023)
RR
Virginia(3/23/2017)
RR
Washington(10/2/2013)
RR
West Virginia(2/14/2023)
RR
Wisconsin(3/23/2017)
RR
Wyoming(2/12/2021)
IAR
Wyoming(3/31/2025)
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
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
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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, Executive Planning ConsultantCRD#: 104555Crested Butte, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
