Darren Patrick Straniero
CFP®Professional Summary
Darren Patrick Straniero, CFP® is a registered financial advisor currently at ONPLANE FINANCIAL ADVISORS located in Poolesville, Maryland. Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Darren has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Financial Planning
- Education Funding
Specializations
Biography
My professional purpose changed when my wife and I were blessed to go from having 1 child to 5 children in just 2.5 years. That wasn’t built into our financial plan! Today, I help parents and families make sense of and maximize their financial lives. What I’ve found is that even some of the smartest people make small, consistent mistakes with their finances. And over time, these mistakes – if left unchecked – can cost...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ONPLANE FINANCIAL ADVISORS | ONPLANE FINANCIAL ADVISORS LLC
Contact Information
Main Address
Poolesville, MDPhone Number
(703) 856-7979# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
142AUM (Assets Under Management)
$60,252,027Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/14/2019)
(3/5/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Darren Patrick Straniero's CRS (Customer Relationship Summary).
Services Offered by Darren
- Investment Management
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Financial Planning
- Education Funding
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