Rick LAW Financial Services
43yrs
Top advisor by experience in Aurora
15yrs
Cody Donati
Financial advisor at Strategic Advisers
Cody Donati is a fiduciary financial advisor in Aurora, Illinois, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and three years at PNC Wealth Management, Cody joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 64 advisors with offices in Aurora, and one of 60 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
OfficeAurora, IL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2016 – Jul 2018Strategic Advisers LLCPreviously
- 2013 – 2016PNC Wealth Management LLCPreviously
- Sep 2011 – Jan 2013Edward JonesPreviously
Contact Cody
(617) 563-7000Firm headquarters in Boston, MA. Ask for Cody. Aurora, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cody
Tailored to Cody’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cody
How do I contact Cody?
Call Strategic Advisers at (617) 563-7000 and ask for Cody Donati. Cody works from the Aurora, IL office.
How long has Cody been a financial advisor?
Cody has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.
What licenses does Cody hold?
Series 66. Tap any license on this page to see what it allows.
Is Cody a fiduciary?
Cody is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cody paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cody for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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