Darren Straniero (CRD# 5613327) is an Investment Advisor Representative working at Onplane Financial Advisors in Darnestown, MD and has over 15 years of experience in the finance industry. Darren Straniero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onplane Financial Advisors LLC | Darnestown, MD | Dec 2018 - Current | 5 |
| Guardian Life Ins | Rockville, MD | May 2008 - Dec 2018 | 10 |
| Park Ave Securities | Rockville, MD | May 2008 - Dec 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- MD
- VA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$209,589
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, VA
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