Diane Honoski

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 07/2018
  Fidelity Brokerage Services Llc
  Roslyn, NY
• 07/2018 → 04/2021
  Charles Schwab & Co., Inc.
  New York, NY
• 07/2018 → 04/2021
  Charles Schwab Bank
  New York, NY
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roslyn, NY
• 2018-08-02 → 2021-04-23
  Charles Schwab & Co., Inc.
  New York City, NY
  New York City, NY
• 2018-07-13 → 2018-08-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-01-23 → 2018-07-13
  Strategic Advisers Llc
  Roslyn, NY
• 2008-08-12 → 2013-05-28
  Charles Schwab & Co., Inc.
  Garden City, NY
  Forest Hills, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-22
• S63 Uniform Securities Agent State Law Examination
  2003-01-15

Other Names

• Diane J Zuno
• Diane Joan Honoski