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Daniel Comastra

Strategic Advisers LLC

New Haven, CT

New Haven, CT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

New Haven, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Supreme Pizza Cumberland RI 12/2015 09/2017
Maccoll Ymca Lincoln RI 05/2018 08/2018
Lasell University Auburndale MA 09/2017 05/2018
Lasell University Auburndale RI 08/2018 05/2019
Supreme Pizza Cumberland RI 05/2019 09/2019
Lasell University Auburndale MA 09/2019 05/2020
Unemployed Cumberland RI 05/2020 08/2020
Doordash San Francisco CA 08/2020 06/2021
Fidelity Investments Smithfield RI 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 09/2017
    Supreme Pizza
    Cumberland, RI
  • 05/2018 → 08/2018
    Maccoll Ymca
    Lincoln, RI
  • 09/2017 → 05/2018
    Lasell University
    Auburndale, MA
  • 08/2018 → 05/2019
    Lasell University
    Auburndale, RI
  • 05/2019 → 09/2019
    Supreme Pizza
    Cumberland, RI
  • 09/2019 → 05/2020
    Lasell University
    Auburndale, MA
  • 05/2020 → 08/2020
    Unemployed
    Cumberland, RI
  • 08/2020 → 06/2021
    Doordash
    San Francisco, CA
  • 07/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-122721|OrgNmn:Strength Haven Athletics|Org Addr:New Haven,Connecticu,US|OBA Nature:Gym|Invst Rel:N|Title:Independent Contractor|Duties:Coach crossfit classes|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-27
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-12-27
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Daniel Joseph Comastra
  • Dan Comastra
  • Daniel Comastra

View on SEC IAPD

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Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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