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Dianna Sanchez

Strategic Advisers LLC

Lake Grove, NY

Port Jefferson, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Port Jefferson, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Addeco Melville NY 08/2016 12/2016
Ihop Corporation Commack NY 01/2010 12/2022
Morgan Stanley Hauppauge NY 12/2015 11/2022
Morgan Stanley Private Bank, National Association New York NY 02/2017 11/2022
Fidelity Investments Plainview NY 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    Addeco
    Melville, NY
  • 01/2010 → 12/2022
    Ihop Corporation
    Commack, NY
  • 12/2015 → 11/2022
    Morgan Stanley
    Hauppauge, NY
  • 02/2017 → 11/2022
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 12/2022 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2017-02-23 → 2022-11-09
    Morgan Stanley
    Melville, NY
    Hauppauge, NY
Other Businesses

OBA-94546|OrgNmn:Nur Beauty, LTD.|Org Addr:port jeffe,New York,US|OBA Nature:Health/Beauty|Invst Rel:N|Title:Co-Owner |Duties:co- manage business |StrtDt:12-01-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-23
  • S66 Uniform Combined State Law Examination
    2017-02-23
Other Names
  • Dianna C Sanchez
  • Dianna Christine Sanchez
  • Dianna Sanchez

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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