Dore J. Provda
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHERRY HILL, NJ
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CRD#: 4134703
Professional summary
Dore J Provda, ChFC®, CLU®, who also goes by Dore Joseph Provda, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cherry Hill, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Dore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Dore has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
I develop relationships with clients and their families to implement a disciplined planning process designed to pursue their financial goals using tax-smart investment techniques
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dore Joseph Provda
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#: 42524 | Org Name:Jewish Community Foundation | Org Addr:Marlton, NJ, US | Nature of Bus:community endowments | Invst Rel:Y | Title:Board Member | Duties:quarterly meetings to review the performance of the investments of the JCF assets (managed by SEI). | Start Dt:04/26/2016 | Total Hrs p/m:2 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Dore J Provda'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
Drexel University
Master of Business Administration (MBA) - Finance
2011
CUNY Queens College
Bachelor of Arts (BA) - Honors English
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
CHERRY HILL, NJ
Current
April 23, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
May 25, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MARLTON, NJ
Past
August 12, 2010 - April 10, 2012
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
July 12, 2005 - March 12, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
PHILADELPHIA, PA
Past
June 28, 2000 - March 12, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PHILADELPHIA, PA
Past
March 27, 2000 - June 8, 2000
UST FINANCIAL SERVICES CORP.
BD
CRD#: 36881
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(4/30/2025)
RR
California(11/17/2016)
RR
Colorado(2/12/2021)
RR
Connecticut(11/21/2017)
RR
Delaware(4/23/2012)
RR
District of Columbia(11/21/2017)
RR
Florida(4/23/2012)
RR
Georgia(3/25/2023)
RR
Idaho(2/12/2021)
RR
Illinois(4/23/2020)
RR
Indiana(11/21/2017)
RR
Maryland(5/15/2017)
RR
Massachusetts(11/8/2017)
RR
Michigan(4/30/2025)
RR
Minnesota(4/30/2025)
RR
New Hampshire(4/23/2020)
RR
New Jersey(4/23/2012)
IAR
New Jersey(3/31/2025)
RR
New Mexico(2/12/2015)
RR
New York(4/23/2012)
RR
North Carolina(7/2/2014)
RR
Ohio(4/24/2020)
RR
Oregon(4/23/2020)
RR
Pennsylvania(4/23/2012)
RR
South Carolina(7/1/2014)
RR
Virginia(9/10/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Cherry Hill, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
