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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOHN DONALD COLANTINO

Advisor at ACT 2 PLANNING

WINCHESTER, MA

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Search this name across graphsid dfx:ria:994b5021-817c-d293-b24b-e62f037d2ba4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACT 2 PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 1, 2016
First registration: Jul 13, 2016
Dual registered: no
IAPD individual key: 5999947

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACT 2 PLANNING	State registered	Jun 25, 2025	n/a	yes	WINCHESTER, MA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 29, 2025	no	WINCHESTER, MA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 13, 2016	Jul 13, 2018	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	ACT 2 PLANNING	Apr 29, 2025	Jun 25, 2025	57	Firm change	Ibd to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ ACT 2 PLANNINGRegistered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 29, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
John Donald Colantino left Strategic Advisers Llc for Act 2 Planning (registered 2025-06-25)
Form ADVobserved 6 days ago