Dane E. Selke
STRATEGIC ADVISERS LLC | Financial Consultant
PORTSMOUTH, RI
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CRD#: 5808916
Professional summary
Dane E. Selke, CFP®, who also goes by Dane E Selke, Dane Edward Selke, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portsmouth, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.
Dane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Dane has worked at 5 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Biography
As a Certified Financial Planner (CFP) professional, I collaborate with individuals and families to manage, grow, and preserve their wealth. I first understand your goals, wishes and desires to then work with you to develop and implement client-first strategies to progress towards your personal and family financial goals.
Question & Answer
What are your service offerings?
Education Planning
Estate Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Dane E Selke | Dane Edward Selke
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 Dane E. Selke'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®
CFP®
Start date: 2014
Education
Stephen M. Ross School of Business - University of Michigan
Bachelor of Business Administration - Finance & Business Law
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10 Memorial Boulevard, Providence, RI 02903RIA
CRD#: 104555
PORTSMOUTH, RI
Current
July 2, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10 Memorial Boulevard, Providence, RI 02903BD
CRD#: 7784
Providence, RI
Past
August 14, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PROVIDENCE, RI
Past
October 9, 2018 - June 23, 2020
EDWARD JONES
BD
CRD#: 250
BRISTOL, RI
Past
September 5, 2018 - June 23, 2020
EDWARD JONES
RIA
CRD#: 250
BRISTOL, RI
Past
October 18, 2011 - August 13, 2018
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
SOUTHFIELD, MI
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(2/8/2021)
RR
Connecticut(7/2/2020)
RR
Florida(7/2/2020)
RR
Georgia(6/14/2021)
RR
Hawaii(5/18/2021)
RR
Maine(12/15/2020)
RR
Massachusetts(7/2/2020)
RR
New Hampshire(9/1/2021)
RR
New Jersey(10/12/2020)
RR
New York(8/31/2021)
RR
Pennsylvania(9/9/2022)
RR
Rhode Island(7/2/2020)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(3/3/2022)
RR
Texas(7/2/2020)
IAR
Texas(3/31/2025)
RR
Vermont(3/4/2022)
RR
Washington(4/15/2025)
Exams
State Security Law Exam
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 ConsultantCRD#: 104555Portsmouth, RITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
