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Mary Ann Dianna

Strategic Advisers LLC

Manalapan, NJ

Toms River, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States

Toms River, NJ • 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
Biltmore Capital Advisors, Llc Princeton NJ 01/2015 10/2016
Freedom Capital Mnagement Holmdel NJ 11/2016 08/2019
Tapfin/Ey Secaucus NJ 09/2019 12/2020
Fidelity Investments Red Bank NJ 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 10/2016
    Biltmore Capital Advisors, Llc
    Princeton, NJ
  • 11/2016 → 08/2019
    Freedom Capital Mnagement
    Holmdel, NJ
  • 09/2019 → 12/2020
    Tapfin/Ey
    Secaucus, NJ
  • 01/2021 → Present
    Fidelity Investments
    Red Bank, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, NJ
  • 2019-10-11 → 2020-12-09
    Ernst & Young Investment Advisers Llp
    Secaucus, NJ
  • 2016-10-12 → 2019-08-22
    Osaic Wealth, Inc.
    Holmdel, NJ
  • 2015-04-01 → 2016-10-18
    Biltmore Capital Advisors
    Boca Raton, FL
Other Businesses

OBA-17690|OrgNmn:Seaside Park Vacations|Org Addr:Seaside Pa,New Jersey,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner/Operator|Duties:Oversee Rentals|StrtDt:03-15-04|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-31
  • S66 Uniform Combined State Law Examination
    2014-07-31
Designations
Other Names
  • Mary Dianna
  • Mary Ann Dianna

View on SEC IAPD

Other Firms

SANTANDER SECURITIES LLC
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C.
TD PRIVATE CLIENT WEALTH LLC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ADVISORY SOLUTIONS
J.P. MORGAN SECURITIES LLC

Other Investors

Thomas J Morelli
Walter Rocco Kukowski
Amul G Sant
Andrew Joseph Bernal
Shabana Y Mosiello
Stacy Hoffman
Stuart Jay Lesser
ANTHONY Joseph XERRI

Other Offices

SANTANDER SECURITIES LLC · Manalapan, NJ
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C. · ENGLISHTOWN, NJ
TD PRIVATE CLIENT WEALTH LLC · Englishtown, NJ
EAGLE STRATEGIES LLC · OLD BRIDGE, NJ
EDWARD JONES · MANALAPAN, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MORGANVILLE, NJ
INTEGRITY ADVISORY SOLUTIONS · Morganville, NJ
J.P. MORGAN SECURITIES LLC · MANALAPAN, NJ

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