Daniel A. Kohan
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
EAST HAMPTON, CT
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CRD#: 6281546
Professional summary
Daniel Amir Kohan, CFP®, who also goes by Daniel Amir Kohan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Hampton, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I help make finance stress free and understandable by getting to understand my clients and their families' goals and the things that are most important to them; we then partner to build a comprehensive plan that maps out how to structure their finances to help work towards those goals, and establish a process to implement and monitor that plan. The outcome is for each of my clients to feel informed and comfortable with their finances and to have a strong relationship with a trusted resource.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Amir Kohan
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.
OBA-16346|OrgNmn:Candle Brewing, LLC|Org Addr:East Hampt,Connecticu,US|OBA Nature:Passive investment in Powder H|Invst Rel:N|Title:Owner|Duties:Invested in brewery, passive but I will have involvement in making management/expansion decisions|StrtDt:09-09-20|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-100159|OrgNmn:Boy Scouts|Org Addr:East Hampt,Connecticu,US|OBA Nature:Merit Badge Counselor to high |Invst Rel:N|Title:Merit Badge Counselor|Duties:Teaching Boy Scouts about personal finance|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Amir Kohan'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®
Education
University of Connecticut
Bachelor of Arts (BA) - Economics
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211RIA
CRD#: 104555
EAST HAMPTON, CT
Current
March 3, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107BD
CRD#: 7784
West Hartford, CT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST HARTFORD, CT
Past
December 11, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WEST HARTFORD, CT
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(1/30/2025)
RR
Alaska(1/30/2025)
RR
Arizona(1/30/2025)
RR
Arkansas(1/30/2025)
RR
California(9/18/2020)
RR
Colorado(1/30/2025)
RR
Connecticut(3/31/2014)
IAR
Connecticut(3/31/2025)
RR
Delaware(1/30/2025)
RR
Florida(3/3/2014)
RR
Georgia(8/13/2021)
RR
Hawaii(1/30/2025)
RR
Idaho(1/30/2025)
RR
Illinois(1/30/2025)
RR
Indiana(1/30/2025)
RR
Iowa(1/30/2025)
RR
Kansas(1/30/2025)
RR
Kentucky(1/30/2025)
RR
Louisiana(1/30/2025)
RR
Maine(1/30/2025)
RR
Maryland(4/23/2020)
RR
Massachusetts(3/31/2014)
RR
Michigan(1/30/2025)
RR
Minnesota(10/11/2021)
RR
Mississippi(1/30/2025)
RR
Missouri(1/30/2025)
RR
Montana(1/30/2025)
RR
Nebraska(1/30/2025)
RR
Nevada(1/30/2025)
RR
New Hampshire(7/21/2023)
RR
New Jersey(9/26/2022)
RR
New Mexico(1/30/2025)
RR
New York(3/31/2014)
RR
North Carolina(1/6/2024)
RR
North Dakota(1/30/2025)
RR
Ohio(1/30/2025)
RR
Oklahoma(1/30/2025)
RR
Oregon(1/30/2025)
RR
Pennsylvania(4/23/2020)
RR
Rhode Island(10/13/2022)
RR
South Carolina(1/30/2025)
RR
South Dakota(1/30/2025)
RR
Tennessee(1/30/2025)
RR
Texas(1/30/2025)
IAR
Texas(3/31/2025)
RR
Utah(1/30/2025)
RR
Vermont(1/30/2025)
RR
Virginia(1/30/2025)
RR
Washington(1/30/2025)
RR
West Virginia(1/30/2025)
RR
Wisconsin(1/30/2025)
RR
Wyoming(1/30/2025)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555East Hampton, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
