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Advisors / Connecticut / New Haven
5yrs

Daniel Comastra

Financial advisor at Strategic Advisers

New Haven, CTFiduciary advisor
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At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeNew Haven, CT
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

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.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2023 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Daniel

How do I contact Daniel?

Call Strategic Advisers at 617-563-7000 and ask for Daniel Comastra. Daniel works from the New Haven, CT office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Daniel hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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