John D. Colantino

ACT 2 PLANNING

WINCHESTER, MA

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CRD#: 5999947

Professional summary

John Donald Colantino, CFP® is a registered financial advisor currently at ACT 2 PLANNING located in Winchester, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Donald Colantino'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®

CRD#: 7784

JERSEY CITY, NJ

Past

September 14, 2012 - April 4, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/8/2025)

IAR

Massachusetts
(6/25/2025)

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

State Security Law Exam

Series 63

Date: 7/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2016

General Securities Representative Examination

Current Firm

ACT 2 PLANNING

ACT 2 PLANNING | ACT 2 PLANNING LLC

CRD#: 336663 / SEC#:

Florida

Registered Investment Advisory firm - (8/8/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (6/25/2025 Approved)

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Contact information

Main Address

Winchester, MA

Mailing Address

Phone number

(781) 205-9875

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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John D. Colantino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Donald Colantino's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACT 2 PLANNING

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2016

Current Firm

ACT 2 PLANNING

Contact information

Documents

Red Flags

Company Information

ACT 2 PLANNING

TRUST BUT VERIFY

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