Diana Schiers George

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2016 → 07/2019
  Crewe Advisors Llc
  Salt Lake City, UT
• 08/2015 → 12/2019
  Dsg Consulting, Llc
  Centerville, UT
• 07/2019 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 08/2022 → 09/2025
  Key Bank Na
  Salt Lake City, UT
• 10/2023 → 09/2025
  Key Investment Services Llc
  Brooklyn, OH
• 09/2025 → 01/2026
  Unemployed
  Centerville, UT
• 01/2026 → Present
  D.A. Davidson & Co.
  Salt Lake City, UT

Previous Registrations

• 2023-10-27 → 2025-07-11
  Key Investment Services Llc
  Brooklyn, OH
  Centerville, UT
• 2019-09-17 → 2022-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lehi, UT
• 2016-02-23 → 2019-07-09
  Crewe Advisors
  Salt Lake City, UT
• 2013-01-11 → 2015-10-09
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Salt Lake City, UT
  Minneapolis, MN
• 2012-08-09 → 2012-12-06
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2005-05-17 → 2010-12-21
  Wells Fargo Investments, Llc
  Bountiful, UT
  Centerville, UT
  Centerville, UT
  Bountiful, UT
  Salt Lake City, UT

Other Businesses

1.) Girl Scouts of Utah: Non-Investment related; Salt Lake City, UT; Board member, Finance Committee Chair and Treasurer; Start date 10/1/23; Number of hours devoted: 4-6 hr/mo; No time devoted during securities trading hours; Duties: , Participate with the finance committee that reviews monthly financials, investment meetings with advisor, and engagement with the auditors for taxes and audit work. I do abstain from voting and any decisions. 2.) P5 LLC; POSITION: Manager NATURE: Holding entity for laser equipment that is rented INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2022; ADDRESS: 636 E 650 N, Centerville UT 84014, United State; DESCRIPTION: Holding entity for laser equipment.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-12
• S65 Uniform Investment Adviser Law Examination
  2005-05-13
• S63 Uniform Securities Agent State Law Examination
  2005-01-27

Other Names

• Diana Schiers
• Diana Schiers George
• Diana S George
• Diana George