Daniel A. Barylak
STRATEGIC ADVISERS LLC | Financial Consultant I
HUDSON, OH
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CRD#: 5457864
Professional summary
Daniel A Barylak, who also goes by Daniel Adam Barylak, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hudson, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Fairlawn, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, my passion is understanding your unique circumstances and partnering with you to craft an honest and meaningful financial plan and investment strategy. I strive to make the planning process as simple and impactful as possible.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Adam Barylak
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel A Barylak'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®
NoneEducation
Baldwin-Wallace College
Bachelor of Business Administration - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3750 W Market St Unit A, Fairlawn, OH 44333-4803RIA
CRD#: 104555
HUDSON, OH
Current
April 15, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3750 W Market St Unit A, Fairlawn, OH 44333BD
CRD#: 7784
Fairlawn, OH
Past
April 23, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRLAWN, OH
Past
September 27, 2011 - February 21, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Richfield, OH
Past
July 25, 2011 - February 21, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Richfield, OH
Past
October 21, 2009 - April 25, 2011
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
RICHFIELD, OH
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(8/26/2024)
RR
Arizona(10/24/2025)
RR
Florida(4/15/2022)
RR
Indiana(9/29/2023)
RR
Michigan(4/15/2022)
RR
New Mexico(9/9/2022)
RR
North Carolina(7/22/2024)
RR
Ohio(4/15/2022)
IAR
Ohio(3/31/2025)
RR
Pennsylvania(4/15/2022)
RR
South Carolina(10/28/2024)
RR
Tennessee(10/28/2024)
RR
Virginia(7/23/2024)
RR
Washington(10/28/2024)
Exams
State Security Law 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
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Company Information
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Hudson, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
