Daniel J. Stefanski

MY WEALTH PLANNERS

Longmont, CO 80504

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CRD#: 7454021

Professional summary

Daniel Joseph Stefanski is a registered financial advisor currently at MY WEALTH PLANNERS located in Longmont, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 2 firms and has passed the Series 65 and SIE 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.

1)MCADAM LLC, RIA, INVESTMENT RELATED. 05/2020-PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 05/2020- PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Stefanski'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®

None

Experience

Current

January 2, 2025 - Present

MY WEALTH PLANNERS

Office #1: 720 100 Year Party Court Suite 300, Longmont, CO 80504

RIA

CRD#: 305664

Longmont, CO

Past

October 22, 2021 - June 7, 2024

MCADAM LLC

RIA

CRD#: 170914

Philadelphia, PA

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

Colorado
(1/2/2025)

IAR

Texas
(1/2/2025)

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

IAR

Series 65

Date: 10/7/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/18/2022

Securities Industry Essentials Examination

Current Firm

MY WEALTH PLANNERS

MY WEALTH PLANNERS | MY WEALTH PLANNERS LLC

CRD#: 305664 / SEC#:

Colorado

Registered Investment Advisory firm - (12/6/2019 Approved)

Texas

Registered Investment Advisory firm - (4/29/2024 Conditional Restricted)

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Contact information

Main Address

720 100 Year Party Court Suite 300, Longmont, CO 80504

Mailing Address

Phone number

(303) 600-3757

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	402
AUM (Assets Under Management)	$ 78,552,651

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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Daniel J. Stefanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Stefanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY WEALTH PLANNERS

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2021

SIE

Date: 3/18/2022

Current Firm

MY WEALTH PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MY WEALTH PLANNERS

TRUST BUT VERIFY

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