Dante J. Marzetta
Professional summary
Dante John Marzetta, CFP®, who also goes by D J Marzetta, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Roswell, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.
Dante is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Dante has worked at 12 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 10, Series 9, Series 53, Series 24 and Series 26 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dante John Marzetta's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Houston
Master of Business Administration (MBA) - Executive MBA
2006
United States Naval Academy
Bachelor of Economics - Economics
1994
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269March 11, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009March 15, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 8, 2018 - March 12, 2019
USAA INVESTMENT SERVICES COMPANY
March 3, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
February 16, 2015 - March 12, 2019
USAA FINANCIAL ADVISORS, INC.
June 20, 2013 - January 2, 2015
STRATEGIC ADVISERS LLC
June 13, 2013 - January 2, 2015
FIDELITY BROKERAGE SERVICES LLC
March 28, 2011 - May 21, 2013
MSI FINANCIAL SERVICES, INC.
March 28, 2011 - May 21, 2013
MSI FINANCIAL SERVICES, INC.
June 17, 2009 - March 8, 2011
OSAIC FS, INC.
December 26, 2008 - May 11, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.
September 20, 2004 - June 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 20, 2004 - November 26, 2008
OSAIC FA, INC.
January 1, 2001 - October 22, 2002
FIRST COMMAND BROKERAGE 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
(3/11/2019)
(6/4/2025)
(3/11/2019)
(3/11/2019)
(3/31/2025)
(10/16/2019)
(5/30/2025)
(3/11/2019)
(3/11/2019)
(3/11/2019)
(5/21/2019)
(3/31/2025)
(5/30/2025)
(5/4/2020)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
New York Stock Exchange
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.
