Daniel R. Widas
STRATEGIC ADVISERS LLC | Financial Consultant
PEEKSKILL, NY
Some features on this profile are disabled
CRD#: 6596861
Professional summary
Daniel R. Widas, who also goes by Daniel R Widas, Dan Robert Widas, Daniel Robert Widas, Daniel Widas, Danny Robert Widas, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Peekskill, New York and FIDELITY BROKERAGE SERVICES LLC located in Stamford, Connecticut.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
My vision is to serve and maintain life-long relationships with individuals, families and business owners of all walks of life. I strive to positively impact the financial health, wealth and peace of mind for those whom I have the privilege of deeply serving.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel R Widas | Dan Robert Widas | Daniel Robert Widas | Daniel Widas | Danny Robert Widas
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-63566|OrgNmn:Coldwell Banker Prime Properties|Org Addr:Cohoes,New York,US|OBA Nature:They are a Real Estate Franchi|Invst Rel:Y|Title:Referral Partner - I cannot act o|Duties:Providing referral leads for a percentage of the transaction if executed |StrtDt:11-01-2021|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel R. Widas'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
Pace University
Bachelor of Business Administration - Finance and Economics
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 869 Washington Blvd, Stamford, CT 06901-2903RIA
CRD#: 104555
PEEKSKILL, NY
Current
March 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 869 Washington Blvd, Stamford, CT 06901-2903BD
CRD#: 7784
Stamford, CT
Past
July 27, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
STAMFORD, CT
Past
July 30, 2019 - January 9, 2020
EDWARD JONES
RIA
CRD#: 250
Somers, NY
Past
July 12, 2019 - January 9, 2020
EDWARD JONES
BD
CRD#: 250
Somers, NY
Past
May 31, 2018 - May 30, 2019
ASPIRE ADVISORS, LLC
RIA
CRD#: 150652
NORTH WHITE PLAINS, NY
Past
June 29, 2017 - May 30, 2019
HAMILTON CAVANAUGH & ASSOCIATES, INC.
BD
CRD#: 35972
NORTH WHITE PLAINS, 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
Arizona(2/12/2021)
RR
California(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(3/16/2020)
IAR
Connecticut(3/31/2025)
RR
Delaware(9/14/2022)
RR
Florida(2/12/2021)
RR
Georgia(2/12/2021)
RR
Illinois(2/12/2021)
RR
Indiana(2/12/2021)
RR
Maine(9/14/2022)
RR
Maryland(2/12/2021)
RR
Massachusetts(2/12/2021)
RR
Michigan(2/12/2021)
RR
Minnesota(2/12/2021)
RR
Missouri(2/12/2021)
RR
New Hampshire(9/14/2022)
RR
New Jersey(3/16/2020)
RR
New Mexico(7/27/2023)
RR
New York(3/16/2020)
IAR
New York(3/31/2025)
RR
North Carolina(2/12/2021)
RR
Ohio(2/15/2021)
RR
Pennsylvania(2/12/2021)
RR
Rhode Island(9/14/2022)
RR
South Carolina(9/14/2022)
RR
Tennessee(7/11/2025)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Virgin Islands(1/4/2025)
RR
Virginia(2/12/2021)
RR
Washington(2/12/2021)
RR
Wisconsin(2/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2019
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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 ConsultantCRD#: 104555Peekskill, NYTRUST BUT VERIFY
Monitor Daniel Widas
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
