Dina Marie Joseph

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

• 08/2007 → Present
  Fidelity
  Boca Raton, FL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Southwest Mableton, GA
• 2009-05-19 → 2018-07-13
  Strategic Advisers Llc
  Boca Raton, FL
  Boca Raton, FL
  Palm Beach, FL
  Ft. Lauderdale, FL

Other Businesses

OBA-119698|OrgNmn:Innovedia|Org Addr:Mableton,Georgia,US|OBA Nature: husband runs AI consulting co|Invst Rel:N|Title:Partner|Duties:husband runs AI consulting where I'm a member of the LLC he created. He helps small business utilize AI resources to enhance their business. I|StrtDt:06-03-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-105169|OrgNmn:Dinamarie Productions LLC|Org Addr:Mableton,Georgia,US|OBA Nature:DJ|Invst Rel:N|Title:Sole Proprietor|Duties:DJ at events from time to time prinarily on weekends|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-26
• S63 Uniform Securities Agent State Law Examination
  2008-03-18

Other Names

• Dina M Costa
• Dina M Hanson
• Dina Marie Hanson