David Juliano has been an investment adviser representative at Stonehearth Capital Management since January 2016, and is not listed among the firm’s executive officers or direct owners. David Juliano studied at St. Michael's College.
Stonehearth Capital Management LLC is a Danvers, MA firm with $425M under management, 490 clients and 5 advisers in one office, as of its March 2026 filing.
David Juliano is Senior Financial Advisor of Stonehearth Capital Management LLC, based in Danvers, MA. He joined the firm in 2016 with over 20 years of experience in financial planning and wealth management, and is a member of the firm's Investment Committee. He began his career at a financial advisory practice specializing in Executive Benefit Solutions and Deferred Compensation Plans, then spent 10 years at Commonwealth Financial Network on its Advanced Planning Team.
- – present · 10 yearsDanvers, MA · Adviser representative · Firm CRD 128866
Professional designations
Listed by Stonehearth Capital Management
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
Investment adviser representative registrations
David Juliano is registered as an investment adviser representative in 2 states. The first approvals date from January 2016; the most recent is Texas, in October 2016.
- MassachusettsSince 11 January 2016
- TexasSince 31 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 2 March 2007 |
| Series 7 | General Securities Representative Examination | 6 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 February 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Walter Juliano
- CRD
- 3164953
- Firm
- Stonehearth Capital Management · CRD 128866
- Office
- 100 CONIFER HILL DRIVE, STE 105, Danvers, MA 01923
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehearthcapital.com
Where does David Juliano work?
David Juliano is an investment adviser representative registered through Stonehearth Capital Management LLC since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is David Juliano a financial advisor?
Yes. David Juliano has a current investment-adviser registration in Massachusetts and Texas, through Stonehearth Capital Management since January 2016.
How many years of experience does David Juliano have?
David Juliano has 10 years in the financial industry, since January 2016, across 1 adviser firm.
What exams has David Juliano passed?
David Juliano has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in February 1999. FINRA credited David Juliano with the SIE, which began in October 2018.
Where is David Juliano based?
David Juliano’s registered office is in Danvers, MA.
Is David Juliano registered with FINRA?
No. David Juliano has no current broker registration.
How can I verify David Juliano’s record?
Search CRD 3164953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Juliano’s full registration record.
