Donald A. Cross
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
COMMACK, NY
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CRD#: 5746624
Professional summary
Donald Andrew Cross, who also goes by Donald Cross, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Commack, New York and FIDELITY BROKERAGE SERVICES LLC located in Lake Grove, New York.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your devoted Financial Consultant , I implement my 12 years of experience in the financial services industry, to simplify the complicated world of investments. I partner with my clients and utilize a goals based approach. By doing so, I help uncover my client's goals, needs & wants and align them with their investments.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Cross
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 Donald Andrew Cross'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
Dowling College
Bachelor of Business Administration - Finance
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 142 New Moriches Road, Lake Grove, NY 11755Office #3: 150 Motor Parkway, Happauge, NY 11788RIA
CRD#: 104555
COMMACK, NY
Current
October 4, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 142 New Moriches Road, Lake Grove, NY 11755Office #2: 150 Motor Parkway, Happauge, NY 11788BD
CRD#: 7784
Lake Grove, NY
Past
October 6, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKE GROVE, NY
Past
October 26, 2018 - July 1, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LONG BEACH, NY
Past
October 23, 2018 - July 1, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LONG BEACH, NY
Past
February 10, 2015 - October 15, 2018
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
MELVILLE, NY
Past
July 17, 2014 - November 19, 2014
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
STAMFORD, CT
Past
February 24, 2011 - July 3, 2014
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
MELVILLE, 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
Connecticut(2/13/2025)
RR
Florida(10/5/2022)
RR
Illinois(4/15/2024)
RR
Maine(7/24/2024)
RR
Maryland(10/1/2025)
RR
New Jersey(10/5/2023)
RR
New York(10/4/2022)
IAR
New York(3/31/2025)
RR
North Carolina(4/17/2024)
RR
Ohio(10/21/2025)
RR
Pennsylvania(10/5/2022)
RR
Puerto Rico(1/18/2024)
RR
South Carolina(12/20/2022)
RR
Virginia(4/5/2024)
Exams
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
Financial Consultant, BranchesCRD#: 104555Commack, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
