Bogdan Dinca
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
MIDDLE VILLAGE, NY
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CRD#: 4078566
Professional summary
Bogdan Dinca, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Middle Village, New York and FIDELITY BROKERAGE SERVICES LLC located in Lake Grove, New York.
Bogdan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bogdan has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with individuals and families to identify, prioritize and develop strategies that seek to build, preserve and distribute their wealth
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
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.
OAA#: 54563 | Org Name:64-37 Catalpa Avenue LLC | Org Addr:Ridgewood, NY, US | Nature of Bus:Real Estate | Invst Rel:Y | Title:Partner/Owner | Duties:Collect rent and pay building expenses | Start Dt:06/01/2011 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Bogdan Dinca'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: 2012
Education
CUNY Zicklin School of Business
Master of Science (MS) - Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 142 New Moriches Road, Lake Grove, NY 11755RIA
CRD#: 104555
MIDDLE VILLAGE, NY
Current
May 15, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 142 New Moriches Road, Lake Grove, NY 11755BD
CRD#: 7784
Lake Grove, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKE GROVE, NY
Past
May 31, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LAKE GROVE, NY
Past
August 13, 2013 - May 4, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
GARDEN CITY, NY
Past
August 2, 2013 - May 4, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
GARDEN CITY, NY
Past
July 18, 2013 - May 4, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
GARDEN CITY, NY
Past
October 16, 2012 - May 15, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
FOREST HILLS, NY
Past
September 8, 2011 - April 3, 2012
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MONTVALE, NJ
Past
June 19, 2006 - September 25, 2009
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NEW YORK CITY, NY
Past
June 19, 2006 - September 25, 2009
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEW YORK CITY, NY
Past
May 12, 2005 - June 1, 2006
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
May 11, 2005 - June 1, 2006
BNY MELLON SECURITIES CORPORATION
RIA
CRD#: 231
NEW YORK, NY
Past
March 11, 2003 - June 13, 2003
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW YORK, NY
Past
March 11, 2003 - June 13, 2003
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
Past
October 30, 2002 - January 15, 2003
BNY MELLON SECURITIES CORPORATION
RIA
CRD#: 231
UNIONDALE, NY
Past
November 30, 1999 - January 15, 2003
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
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(9/9/2020)
RR
California(5/20/2020)
RR
Connecticut(2/25/2020)
RR
Delaware(8/8/2020)
RR
Florida(5/15/2018)
RR
Illinois(5/20/2020)
RR
Maryland(1/15/2025)
RR
Massachusetts(10/9/2020)
RR
Missouri(3/11/2021)
RR
New Jersey(5/15/2018)
IAR
New Jersey(3/31/2025)
RR
New York(5/15/2018)
IAR
New York(3/31/2025)
RR
North Carolina(2/25/2020)
RR
Oregon(3/25/2023)
RR
Pennsylvania(2/12/2021)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(1/25/2021)
RR
Texas(7/8/2022)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(3/25/2023)
RR
Virginia(9/29/2023)
RR
Washington(2/25/2020)
RR
Wyoming(3/25/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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
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
Vice President, Wealth PlannerCRD#: 104555Middle Village, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
